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Planned Giving: Its Role in a Comprehensive Development Program

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Susan Edwards Colson

This is a presentation I gave in to the students in Pace University MPA Program's class on Financial Resources for Nonprofits.

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Planned Giving Who, What, Why, When, Where… Susan D. Edwards, Esq, CPA [email_address] Westchester Community Foundation (914) 948-5166
What is Planned Giving? ,[object Object],[object Object],[object Object],[object Object]
When is an organization READY for Planned Giving? ,[object Object],[object Object],[object Object],[object Object]
Donor Motivations for Making Planned Gifts ,[object Object],[object Object],[object Object]
Planned Giving Prospects ,[object Object],[object Object],[object Object],[object Object],[object Object]
When Donors Consider Making Planned Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What to do when the Prospect says… ,[object Object],[object Object],[object Object],[object Object],[object Object]
Or when s/he says… ,[object Object],[object Object],[object Object]
Timing of Gifts ,[object Object],[object Object],[object Object],[object Object]
Types of Gifts ,[object Object],[object Object],[object Object]
Cash Gifts ,[object Object],[object Object],[object Object]
Appreciated Assets ,[object Object],[object Object],[object Object]
Other Non Cash Gifts ,[object Object],[object Object],[object Object]
Vehicles for Planned Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Bequests ,[object Object],[object Object],[object Object]
Charitable Gift Annuities ,[object Object],[object Object],[object Object]
Pooled Income Funds ,[object Object],[object Object],[object Object]
Life Insurance ,[object Object],[object Object],[object Object]
What is a Trust ? Donor Bank/Trust Co. Donor (Trustor) is an individual or organization that gifts—transfers--funds or assets to a Bank (Trustee) for the benefit of a Charitable Organization (Beneficiary) 501©(3) org
Charitable Remainder Trusts ,[object Object],[object Object],[object Object]
Charitable Lead Trusts ,[object Object],[object Object],[object Object]
Tax Deferred or Retirement Assets ,[object Object],[object Object],[object Object]
Phase-in Process ,[object Object],[object Object]
Phase One , the Bequest and Beneficiary Designation Program ,[object Object],[object Object],[object Object],[object Object]
    Phase Two, the Life Income Gifts Program ,[object Object],[object Object]
Phase Three , the Charitable Gift and Estate Planning ,[object Object],[object Object],[object Object],[object Object]
If you just remember… ,[object Object],[object Object],[object Object]

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Planned Giving: Its Role in a Comprehensive Development Program

  • 1. Planned Giving Who, What, Why, When, Where… Susan D. Edwards, Esq, CPA [email_address] Westchester Community Foundation (914) 948-5166
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  • 19. What is a Trust ? Donor Bank/Trust Co. Donor (Trustor) is an individual or organization that gifts—transfers--funds or assets to a Bank (Trustee) for the benefit of a Charitable Organization (Beneficiary) 501©(3) org
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Notas do Editor

  1. Title Page
  2. If the animations are annoying, or aren’t working right, get rid of them by highlighting all of the text in the left window and then going to Slide Show on the toolbar, going to Preset Animations and clicking Off. If you don’t like the transitions between the slides, go to Slide Show on the toolbar, click on Slide Transitions and then choose No Transition in the drop down menu, and then click Apply to All.