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Giving to Stanford University S PLANNED GIVING MANUAL (The Stanford R-Plan) 2012 We will found a university so strong that it may endure for all the centuries, and whose organization shall be so free

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What is planned giving manual?

Planned giving manual is a document that provides instructions and guidance on how to handle and manage planned giving donations in a non-profit organization.

Who is required to file planned giving manual?

Non-profit organizations that engage in planned giving activities are required to file a planned giving manual.

How to fill out planned giving manual?

To fill out a planned giving manual, organizations need to include specific information such as guidelines for accepting planned gifts, procedures for recording and acknowledging donations, and policies for managing donor information.

What is the purpose of planned giving manual?

The purpose of a planned giving manual is to establish consistent policies and procedures for handling planned giving donations, ensuring compliance with legal and ethical standards, and providing guidance to staff and volunteers involved in the process.

What information must be reported on planned giving manual?

A planned giving manual should include information on the organization's planned giving program, types of eligible gifts, procedures for accepting and valuing assets, guidelines for donor communication and recognition, and protocols for investment and management of planned gifts.

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