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This is the insiders’ guide to what planned gifts can do for your donors and for your organization.
This is the insider’s guide to what planned gifts can do for your donors and for your organization.Slip this handy, easy-to-digest booklet into your pocket before your next round of prospect calls. It’s not another ways-of-giving brochure — it’s a whys of giving that helps you better understand the upsides and downsides of different giving options for both you and your prospects.Use the Ultimate Quick Reference guide to gain more satisfied donors and achieve better financial results for your nonprofit.(Purchase this with the Gift Comparison Chart)
GIFTS ANYONE CAN MAKE
Gifts From a Will or Trust
(also known as Bequests)
Stock and Appreciated Securities
Life Insurance – Lifetime Gifts
Life Insurance – Revocable Beneficiary
Business Interests, Closely-Held Stock,
Partnerships
Tangible Personal Property
Real Estate
Retirement Plan – Lifetime Gifts
Retirement Plan – Estate Distributions
Donor Advised Funds
GIFTS THAT PAY INCOME
Charitable Gift Annuities – Immediate
Charitable Gift Annuities – Deferred
Charitable Gift Annuities – Flexible
Charitable Remainder Annuity Trusts
Charitable Remainder Unitrusts
Flip Unitrusts
Pooled Income Funds
GIFTS THAT PROTECT ASSETS
Charitable Bargain Sales
Charitable Lead Trusts
Retained Life Estates
Publications