Get the free Planned giving handbook - Georgia United Methodist Foundation - gumf

PLANNED GIVING HANDBOOK Legacy Sowing seeds of faith for future generations 15 Technology Parkway South Suite 125 Peach tree Corners, GA 30092-8203 770.449.6726 877.220.5664 Fax: 770.449.6680 www.gumf.org

How to fill out planned giving handbook

How to fill out a planned giving handbook:

1. Start by gathering all the necessary information and materials. This includes any relevant documents, templates, and guidelines provided by your organization or industry.
2. Familiarize yourself with the purpose and goals of the planned giving handbook. Understand the intended audience and what key information should be included. This will help you structure the content effectively.
3. Begin with an introduction or overview section, explaining the importance of planned giving and the benefits it provides to donors and organizations. This sets the tone for the rest of the handbook.
4. Organize the handbook into clear sections or chapters. Consider including information on different types of planned giving options, such as bequests, charitable gift annuities, or trusts. Provide detailed explanations, examples, and legal requirements for each option.
5. Incorporate case studies or real-life examples to illustrate the impact of planned giving. This can help potential donors better understand how their contributions can make a difference and inspire them to get involved.
6. Include information on tax implications, financial planning, and legal considerations related to planned giving. This is crucial for donors to make informed decisions and understand the potential benefits they can receive.
7. Ensure that the handbook is easy to read and visually appealing. Use clear headings, subheadings, bullet points, and images to break up the text and make it more accessible. Consider using a professional design or formatting.
8. Review and proofread the content thoroughly. Check for any grammatical errors, inconsistencies, or outdated information. It's essential to present accurate and up-to-date information to potential donors.

Who needs a planned giving handbook:

1. Nonprofit organizations and charities that are seeking to establish or enhance their planned giving programs can greatly benefit from having a dedicated handbook. This resource provides a comprehensive guide for staff, volunteers, and board members who are involved in fundraising and donor relations.
2. For professionals in the fundraising or nonprofit sector, a planned giving handbook can serve as a valuable reference tool. It can help them understand the various planned giving options available to potential donors and provide guidance on engaging with donors in a meaningful way.
3. Potential donors who are interested in making a lasting impact through their charitable contributions can also benefit from a planned giving handbook. It can help them understand the different options available, the benefits they can receive, and the steps involved in making a planned gift.

Overall, a planned giving handbook serves as a valuable resource for organizations, professionals, and potential donors alike, providing them with the knowledge and guidance they need to navigate the world of planned giving effectively.

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What is planned giving handbook?

Planned giving handbook is a guide that provides information and resources for individuals interested in making charitable donations or gifts through their estate plans.

Who is required to file planned giving handbook?

Planned giving handbook is typically filled out by non-profit organizations or charities that offer planned giving programs.

How to fill out planned giving handbook?

Planned giving handbook can be filled out by providing detailed information on the organization's planned giving policies, procedures, and options for donors.

What is the purpose of planned giving handbook?

The purpose of planned giving handbook is to inform donors about the different ways they can support a non-profit organization through planned giving, such as bequests, trusts, and charitable gift annuities.

What information must be reported on planned giving handbook?

Planned giving handbook typically includes information on the organization's mission, planned giving options, contact information, and relevant legal information.