Having substantial funds set aside that earn interest would really give our organizations financial stability and me some peace of mind.
How do I talk to someone about leaving a bequest for our organization in their will?
Planned Gifts generally come from individuals who have been long-time donors to an organization and who want to assure its future after their death.
A planned gift is possibly the greatest expression of support a donor can offer. Every comprehensive development program should include a component that offers its donors a variety of giving options including information about how planned gifts can be arranged.
Like all major gifts, a planned gift is the result of an established and mutually beneficial relationship between a donor and the organization. McDonald Schaefer Group works to define and implement a program that is right for your constituents, staff and volunteer board. This includes carefully prepared research, promotional materials to share, and strategies on how to identify and respect the donor’s long-term interest. Often, it will be more critical for staff or a volunteer to build the relationship with the donor than to be an expert on charitable remainder trusts, bequests, life insurance policies or any other planned giving mechanism. That expertise can be added when the time is right. 90% of all planned gifts are simple bequests in a will.
If this describes the kind of help you would like, click here and send us an email. We’ll take it from there and get in touch with you.
