Jim Steier, cfre chief executive Officer A few ideAS fOr YeAr-end PlAnned GiftS It’s time. As we enter the 2014 homestretch, charitable organizations are turning their focus to year-end giving strategies. Often overlooked during this time are opportunities...
More
Jim Steier, cfre chief executive Officer A few ideAS fOr YeAr-end PlAnned GiftS It’s time. As we enter the 2014 homestretch, charitable organizations are turning their focus to year-end giving strategies. Often overlooked during this time are opportunities to present specific (sometimes creative) charitable gift planning ideas. Your donors are making plans to review their estates with accountants, attorneys and financial advisors – now is the season to educate them and present opportunities for gifts in wills, charitable trusts, life insurance policies or other deferred giving methods. Here are some ideas to enhance the marketing of planned gifts as the year comes to a close: • Send a Thanksgiving Day note of appreciation to all the members of your legacy society. If you don’t have a legacy society, start one. • Host an estate planning and charitable giving dinner and seminar. • Send a postcard or letter reminding your most engaged donors about the advantages of giving appreciated secu
Less
