The Consolidated Year-End Gift Planner

Tips galore – everyone has them – ten ways to do this, five ways to do that.  We’ve boiled down year-end planning to just two important questions your donors can ask themselves to help them focus on savvy year-end gift planning – and these questions focus on taxes and assets.  A third “bonus” question directs donors to think about the charities on their gift-giving list.

How the copy is structured:

• Three questions to consider:

1. Where will you end up tax wise?
2. What assets would you like to dispose of, and can any be used to fund a life-income arrangement, such as a charitable gift annuity or remainder trust?
3. What charities are on your gift-giving list? Does it include [YOUR NONPROFIT]?