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Here are some steps that your organization may find helpful in creating, enlarging
or enhancing your planned giving program:
- Review the appropriateness of endowment funding for your organization. This
should be carefully evaluated with your Board to ensure that members understand
the need and purpose of a-term planning program. Planned gifts include
wills and bequests as well as charitable trusts.
- Provide a written outline of the objectives for your planned giving program.
Keep in mind that dollar amounts can be elusive, but the number of contacts
your organization can make should be concrete.
- Establish policies concerning which types of gifts your organization will
accept and how planned gifts will be established. Will your organization be
the trustee (always, sometimes, never)?
- Contact CTAI to schedule some basic training for those Board and staff members
who may be in a position to discuss planned gifts with prospective donors.
- Develop or obtain brochures on each type of planned gift your organization
will accept.
- Send regular mailings to all current and potential donors, including references
to planned giving in each donor newsletter. Work with your Board and staff
to develop a list of your top prospects.
- Review CTAI’s worksheet on information needed to prepare proposals
for donors; have a supply of these readily available.
- Review our "Checklist of Procedures to Establish a Unitrust" to
determine which steps your organization will accomplish and which steps CTAI
may perform.
- Keep in mind that you should carefully monitor the quarterly performance
of all CRTs and other planned gift investments to be in a position to answer
donors’ questions.
- Establish a donor recognition policy.
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