Hot Topic: Planned Giving
A planned gift is a voluntary gift, often a major gift, that involves integrating personal, financial and estate planning concepts with a donor’s plan for lifetime or testamentary giving. For the donor, a planned gift provides a way to give beyond the use of current assets, and it often provides significant estate tax benefits. A planned gift may require the assistance of a qualified volunteer, professional staff person, or legal or financial advisor to help complete the gift. This Hot Topic provides information on establishing a planned giving program, types of planned gifts, and research that illuminates why and how people make planned gifts, and trends in planned giving.
Table of Contents:
* Types of Giving Programs
* The Pyramid of Giving
* Advantages of Planned Giving
* Types of Planned Gifts
- United States Gift Instruments
- Canada Gift Instruments
* Steps for Starting a Planned Giving
Program for Your Organization
* Marketing Planned Giving
* What to Do When a Donor Is Interested
* Recognizing Planned Gift Donors
* Planned Giving Policies and Procedures
* Trends that Will Impact Planned Giving in the Years to Come
* AFP and Other Resources on Planned Giving
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