Planned Gift

Share This
Wikis > Planned Gift

A Fundraising strategy includes inviting donors to arrange for planned gifts. A planned gift is a very formal method of making a donation, and can either involve the Non-Profit being included in the donor’s will or setting up a Trust with the option of paying out during the donor’s lifetime. A planned gift usually involves less liquid assets such as stock, insurance, property or other financial assets. Due to the level of formality and the typical value of the donation, a planned gift is usually crafted with the assistance of a tax specialist and/or attorney.