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
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, rather than with specific needs or the needy. They seek organizations with which they share interests and values as partners to help them realize their visions for a better community or world. They decide to invest in a preferred future.
Showing appreciation for planned gifts and honoring the donors who give them are integral to an effective planned giving program and simple good manners. For most of us, however, it is easy to overlook this important aspect of donor services unless we have written standards and procedures that are routinely monitored. These policies can be divided into three categories.
In its simplest form, the case for support is a philanthropic investment prospectus: a straightforward document that tells prospective donors what your organization hopes to accomplish with their philanthropic gifts.
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