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The benefits of a planned giving program for organizations are numerous. A well-developed
planned giving program provides options for your supporters and encourages estate
planning—a plus for any benefactor and his or her family members. The selection
available to donors is extensive. With the advice of a knowledgeable administrator,
a solution can be created that corresponds with their goals and financial situation.
Planned giving provides structured financial resources for your mission—and
enhances financial stability. Endowment resources allow your board and executive
team to extend the organization's vision into the future:
Fiscal Responsibility. Donors and volunteers expect your
organization to be healthy and enduring—and assume you’re making
sound financial decisions and laying an adequate foundation for the years
to come. A vital planned giving program addresses the need for future resources
by showing donors how they can prudently commit estate gifts to a worthy end.
CTAI can provide the resources necessary for your constituents to learn about
will bequests, gift annuities, remainder trusts and other tax-favored gift
vehicles. A planned giving program ensures that the tools are in place for
endowment funds to be established and enlarged.
Institutional Integrity. Organizations focused solely on
acquiring annual funds tend to reflect a cyclical character, often facing
a continual struggle to survive. A planned giving program lays a line into
the future. It inspires vision and can give your organization more momentum
for-term projects.
Enhanced Partnerships. Your organization exists because
individuals believe in your cause and voluntarily commit their resources to
help you succeed. They are partners with you in furthering your mission. The
more you enhance these partnerships, the healthier your organization will
be.
Service to Constituents. A planned giving program makes
sense as a way to honor those who have demonstrated interest in your organization
and offered support.
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