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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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