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Planned Giving
What is planned giving? Process Donations is
providing information about planned giving on the following topics.
Discussion From The Chronicle of Philanthropy
Making Capital Campaigns Work in the Recession
Question from John Langois:
How does planned giving factor
into a campaign especially during a recession?
Elizabeth C. Sullivan :
Most major gifts to a campaign are "planned;" that is they are well
thought out and considered from a tax efficiency stand point.
Therefore you need to be concerned not only with the Why, What and
When, but also the How of a campaign? All campaign staff and
volunteers should have a basic grasp of such giving strategies as
charitable remainder, lead and annuity trusts and whether you will
accept them, but also anticipate which donors might be in a position
to take advantage of them and create a financial "win/win" in the
process. Of course you must also determine if longer term and
possibly changeable bequests are acceptable, and if so what age
thresholds will help determine whether you accept them as part of
your count or not.
Most organizations should already have gift policies and campaign
acceptance policies in place to reinforce planned giving as a
strategy.
[more]
Wills and Estates
Charitable Remainder Trust
Charitable Lead Trust
More information about planned giving, wills,
estates, charitable remainder trusts, and charitable lead trusts will be
available soon. Bookmark this page and return soon.
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