My husband and I are in the process of updating our will. We are pleased to include our church, college and several other causes we care about with a deferred gift in our estate plans. It is a rewarding step to take, and if you haven’t already, I would encourage you to consider making planned gifts to your “favorites” as well. The question is: will the organizations you care about be ready to accept your planned gifts? I sure hope so! But just in case, here are some quick tips. (more…)
Time spent talking to donors about planned gifts (often called deferred gifts) will reap long-term benefits to your organization.
There are three prerequisites to consider prior to launching a planned giving program: (more…)