We recognize that the topic of planned giving is often shrouded in complexity and hesitation to address issues around "end of life" planning. We approach the topic from a different perspective: One that focuses on the need for organizations to create their own sustainability while recognizing the willingess of passionate donors (and potential benefits to them) from participating in planned giving.
Perhaps a well-timed presentation is just what would help your board, staff, donors or professional advisor commuinty get past their hesitation of embracing the significant power and value of planned gifts to your charity.
Planning for Good offers seminars and presentations ranging from 1 hour to 4 hours to
- organizations, their boards, staff and/or donors
- Professional Advisors, including attorneys, trust and other financial professionals
Suggested topics include:
(for organizations) :
Planned Giving to build Sustainability
Why Planned Giving?
Organizational Policy Foundations: Gift Acceptance, Investment and
Spending Policies
The Board's Role in Planned Giving
Legacy Societies: Optimal Stewardship of Planned Giving Donors
(for professional advisors)
Strategic Charitable Gift Planning:
Providing Tax Efficiency to Donors and Optimum Risk Control to Charities, covering:
Vehicles and their tax treatment
Assets, optimizing the donor's tax efficiency while minimizing the risk to charity
Strategies for High Net Worth individuals
Strategies for Mid-level wealth
Strategies in a fluid tax landscape post EGTRRA
Please contact us at www.planningforgood.net for more information, including a proposal and schedule of availability. We will tailor our presentation to your goals and needs.
