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Sample Planned Giving Program MONTHTASKMORE INFORMATION June 2014Make your case for a planned giving program. Gather statistics and information on the benefits of a planned giving program. July 2014Assess
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How to fill out a sample planned giving program:

01
Begin by reviewing the sample planned giving program and familiarizing yourself with its structure and content.
02
Start by filling in the basic information section, including the organization's name, mission statement, and contact details.
03
Move on to the goals and objectives section, where you will outline the specific goals and objectives of the planned giving program.
04
In the next section, describe the different planned giving vehicles that will be offered, such as bequests, charitable gift annuities, or charitable remainder trusts. Provide detailed instructions on how donors can make these types of gifts.
05
Include information about any specific restrictions or guidelines for donors, such as minimum gift amounts or limitations on certain types of assets.
06
Next, provide a comprehensive overview of the benefits of planned giving for donors, such as tax advantages or the ability to leave a lasting legacy.
07
In the recognition and stewardship section, explain how the organization plans to acknowledge and thank donors for their planned gifts. Outline any planned events or recognition programs.
08
Finally, include any necessary legal disclaimers or disclosures at the end of the program.
09
The sample planned giving program can be customized to fit the specific needs of your organization and its donors.

Who needs a sample planned giving program?

01
Nonprofit organizations that rely on donations and want to establish a planned giving program to attract and engage donors.
02
Organizations that want to provide their supporters with the option to leave a lasting legacy or make a larger impact through planned giving.
03
Development professionals or fundraising teams who are responsible for cultivating relationships with donors and securing planned gifts.
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A planned giving program is a fundraising effort that encourages donors to make a planned gift, typically through wills, trusts, or other estate planning methods.
Nonprofit organizations that have a planned giving program in place are typically required to file a sample program with regulatory authorities.
To fill out a sample planned giving program, organizations should include information on the types of planned gifts accepted, the process for accepting them, and how the funds will be used.
The purpose of a sample planned giving program is to provide a template for how a nonprofit organization will accept and manage planned gifts from donors.
Sample planned giving programs typically include information on the types of planned gifts accepted, the process for accepting them, and how the funds will be used by the organization.
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