Everything costs money, including giving money away. The cost of making a planned gift will vary, depending in large part on how much time a donor’s professional advisor needs to spend educating the donor about the gift. Who’s involved, the complexity of the gift, and the donor’s experience with planned gifts all affect the ultimate expense the donor will incur.
You can help your donors minimize this expense by familiarizing them with the gift planning process and educating them about the steps they can take to keep their costs down.
This article will lay out some of these steps, including involving a gift planning professional early in the process, seeking the advice of competent advisors, ensuring communication among everyone involved (donor, advisor, family, charity), and keeping the gift plan strategy as simple as possible.
How the copy is organized:
- Introduction (…Although there can be costs associated with setting up a charitable gift plan, there are ways to minimize them…)
- Steps to Take
- Talk to Us.
- Do Your Homework.
- Involve Us.
- Select Appropriate Professional Advisors.
- Keep it Simple.
- Be the Quarterback.