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Endowments and Bequests A Planned Giving Program Primer How to understand and set up the most important element for the long term financial health of your Center. From the Science of Mind Foundation

How to fill out a planned giving program

How to fill out a planned giving program:

1. Start by researching and understanding the goals and mission of your organization. This will help you determine what type of planned giving program will align best with your organization's needs.
2. Create a team dedicated to planned giving. This team should consist of representatives from different departments, such as development, finance, legal, and marketing. Each member should bring a unique perspective to the program.
3. Educate yourself and your team about planned giving options. There are various methods of planned giving, including bequests, charitable gift annuities, charitable remainder trusts, and more. Understanding these options and their benefits will help you guide potential donors effectively.
4. Develop a marketing and communication strategy to promote your planned giving program. This may include creating brochures, hosting informational sessions, reaching out to existing donors, and utilizing online platforms to raise awareness about planned giving opportunities.
5. Establish clear policies and procedures for accepting and managing planned gifts. This includes creating guidelines for gift acceptance, acknowledgment processes, and legal requirements. Consult with an attorney or planned giving expert to ensure compliance with all applicable laws and regulations.
6. Cultivate relationships with potential donors. Building relationships is key to successful planned giving. Engage with donors through personalized communications, events, and opportunities for involvement. Show them the impact their planned gifts can have on your organization's mission.
7. Provide ongoing support and stewardship to donors. Once a donor has made a planned gift, continue to stay connected and express gratitude for their generosity. Regularly update them on the impact of their gift and involve them in relevant activities or events.

Who needs a planned giving program:

1. Nonprofit organizations: A planned giving program can help nonprofit organizations secure long-term financial stability and support their mission even beyond the lifetimes of their current donors.
2. Donors with philanthropic goals: Individuals who want to leave a lasting impact and support causes they care about often find planned giving programs as an effective way to do so. By incorporating planned giving into their estate plans, they can ensure their assets are used to benefit organizations or causes they choose.
3. Financial and estate planning professionals: Professionals in the financial and estate planning field can benefit from understanding planned giving options to better serve their clients. Incorporating planned giving strategies into their recommendations can help clients meet their philanthropic goals and potentially gain tax advantages.

In summary, filling out a planned giving program requires thorough research, assembling a dedicated team, educating oneself about planned giving options, creating marketing strategies, establishing policies and procedures, cultivating donor relationships, and providing ongoing support. Nonprofit organizations, donors with philanthropic goals, and financial and estate planning professionals can all benefit from having a planned giving program in place.

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What is a planned giving program?

A planned giving program is a fundraising strategy that encourages supporters to leave charitable gifts or donations to a non-profit organization in their wills or estate plans.

Who is required to file a planned giving program?

Non-profit organizations or charities that have a planned giving program in place are required to file it.

How to fill out a planned giving program?

A planned giving program can be filled out by compiling a list of potential donors, outlining the planned giving options, and detailing the process for donors to participate.

What is the purpose of a planned giving program?

The purpose of a planned giving program is to secure future donations for a non-profit organization and build long-term relationships with donors.

What information must be reported on a planned giving program?

The planned giving program must include details on the types of planned gifts accepted, the process for donors to make a planned gift, and the impact of planned giving on the organization's mission.