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Catalog of planned giving booklets My colleagues and I have shared the Guide with innumerable donors and prospective donors. While Princeton is chock-full of scholars, scientists, and researchers,

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How to fill out catalog of planned giving

How to fill out a catalog of planned giving:

01

Identify the goals and objectives: Before starting to fill out the catalog, it's important to clearly identify the goals and objectives of the planned giving program. This can include things like raising funds for specific projects or endowments, attracting new donors, or cultivating long-term relationships with existing donors.

02

Gather necessary information: Collect all the relevant information and materials needed to create the catalog. This may include details about different giving options (such as bequests, charitable gift annuities, or trusts), sample gift illustrations, case studies, testimonials, and stories that highlight the impact of planned giving.

03

Create a template: Develop a standardized template or format for the catalog that matches the organization's branding and design aesthetics. This will ensure consistency throughout the catalog and make it visually appealing to potential donors.

04

Organize the content: Divide the catalog into sections or categories based on different types of planned giving options or donor preferences. This can help potential donors easily navigate through the catalog and find the information that is most relevant to their interests.

05

Write compelling descriptions: Craft persuasive and informative descriptions for each giving option, explaining the benefits, tax advantages, and impact of the planned gift. Use language that is easy to understand and appeals to the emotions and values of potential donors.

06

Include visuals: Enhance the catalog by including visually appealing elements such as photos, infographics, charts, or testimonials from donors who have already made planned gifts. Visuals can help bring the stories and impact to life, making the catalog more engaging and memorable.

07

Provide contact information: Make sure to include contact details for the organization's planned giving department or representative. This allows potential donors to easily reach out for further information, ask questions, or express their interest in making a planned gift.

Who needs a catalog of planned giving:

01

Nonprofit organizations: Nonprofits, such as charities, foundations, or educational institutions, can benefit greatly from having a catalog of planned giving. It helps them showcase the various ways donors can make a planned gift and encourages long-term financial support for their mission.

02

Donors: Individuals who are interested in making a charitable contribution or supporting a cause they care about can use a catalog of planned giving to explore different giving options. It provides them with valuable information and resources to make informed decisions about their philanthropic efforts.

03

Fundraising professionals: Development officers, fundraising consultants, or planned giving specialists who work with nonprofits can utilize a catalog of planned giving as a tool to educate donors, start conversations about planned giving, and ultimately increase philanthropic support for their organizations.

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What is catalog of planned giving?

The catalog of planned giving is a document that outlines all the planned gifts that an organization expects to receive in the future.

Who is required to file catalog of planned giving?

Nonprofit organizations and charities are required to file catalog of planned giving.

How to fill out catalog of planned giving?

The catalog of planned giving can be filled out by listing all the planned gifts that are expected to be received, along with relevant details such as donor information and gift amount.

What is the purpose of catalog of planned giving?

The purpose of catalog of planned giving is to provide transparency and accountability regarding expected future gifts to the organization.

What information must be reported on catalog of planned giving?

Information such as donor details, expected gift amount, and the purpose of the gift must be reported on the catalog of planned giving.

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