Planned Giving

Sample Questions for Prospective Legacy Donors  

Use these questions, customized to the interests and background of each potential donor, to learn more about the donors’ interests and values and encourage donors to consider planned gifts to your organization. About the Organization How do you feel about our organization and our work? When did you see the … Read More

Categorized: Endowment Building, News, Nonprofit Resources, Planned Giving
You Can’t Take It With You (Talking with Donors about Money and Death)  

Cultivating selected prospective donors for planned gifts, usually received after their lifetimes, is a skill and an art. It requires thoughtful planning and follow-through, as well as staff and board commitment and participation. Remember that legacy gifts take time and patience; often you’ll have many conversations with a donor before … Read More

Categorized: Endowment Building, News, Nonprofit Resources, Planned Giving
Trends in Giving for Arts and Culture Institutions  

The following report provides insight into the giving trends for the arts and culture sector. Download the report in PDF format (4mb)

Categorized: Fundraising, General Development, Planned Giving
Deferred Gifts with Income Benefits  

Donors may make irrevocable gifts during their lifetimes in which they (or their chosen non-charitable beneficiaries) retain benefits during their lifetimes (or for a period of years) and the organization(s) receive the remaining assets. These gifts are sometimes called “split interest” gifts, because the donors and the organizations each have financial interests … Read More

Categorized: Endowment Building, Planned Giving
Tips & Techniques–for Planned (Deferred) Gifts  

Sample language for gifts by bequest for endowment (1) I give to (the exact legal name of the organization) ___ percent of the residue of my estate, real or personal, after payment of all bequests. Or (2) I give to (the exact legal name of the organization) the sum of … Read More

Categorized: Endowment Building, Planned Giving
My Top Tips for Engaging Board Members in Planned Giving  

1) Before any talk of fundraising or planned giving, be sure your board members are excited and enthusiastic about the organization and its programs. Lead a discussion about why board members joined the board in the first place. Why is the organization’s vision so important at this time? How would … Read More

Categorized: Endowment Building, Fundraising, Leadership and Search, Planned Giving
Your Best Planned Giving Prospects  

Download this free article to learn who your best planned giving prospects are! Learn how to pare down potential prospects to those with whom gift planning efforts are likely to be most effective and productive. Also learn how age, family situation, past giving record and ability to give will inform your … Read More

Categorized: Endowment Building, Free Guides, Fundraising, Planned Giving
Why I Love Planned Giving  

It’s the people, pure and simple. What other job permits us to talk with successful and generous people about their families, backgrounds, values, and dreams? I first started in this business in the early 1980s at the Ohio Historical Society. Perhaps because of that institution and my interest in history, … Read More

Categorized: Endowment Building, Fundraising, Planned Giving
Endowments and Planned Gifts Work Hand-in-Hand  

Endowments and planned gifts are separate concepts that work hand-in-hand for donors and nonprofit organizations. Planned gifts are contributions made as a result of a process to choose the most appropriate gift for the most important purpose in the most advantageous time frame for the donor, the charity, and the … Read More

Categorized: Endowment Building, Planned Giving
Diversifying Endowment Donors  

Donors who make planned gifts nearly always are financially secure (which is not to say wealthy), highly acculturated into the American way of life, and involved in a community larger than their own families. They visualize solutions to intractable problems and identify with organizations that provide opportunities for many people, … Read More

Categorized: Endowment Building, Planned Giving