- Some of the largest gifts made have been bequests and life income plans.
- Planned gifts are usually made out of donor's assets, rather than from current income.
- Often these gifts come from individuals who have never seen themselves to be in a position to part with cash... they represent an additional group of donors.
- Frequently, the discussion of a planned gift leads to an outright gift.
- A planned giving program need not be expensive to administer. Staff can handle the day-to-day paper work and the specialist can be on call as needed.
- Unlike other forms of fund raising, planned giving does not require laborious identification of prospects, extensive cultivation and face-to-face solicitation.
- With an effective education program, planned gift prospects identify themselves and ask for further information. Thus, each contact is with a receptive individual.
- Planned gifts expand options for your donors to allow them to focus on personal needs as well as their philanthropic goals.
- The sooner an institution starts on a successful planned giving program the sooner the pipeline of future money becomes effective.
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