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PLANNED GIVING PLAN 2016 The Planned Giving program provides donors the opportunity to make a long-lasting gift to your organization through an outright or planned gift and recognizes those donors

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What is planned giving plan?

Planned giving plan is a charitable donation that is arranged in advance and donated to a non-profit organization upon the donor's death.

Who is required to file planned giving plan?

Non-profit organizations and donors who are participating in planned giving programs may be required to file planned giving plans.

How to fill out planned giving plan?

Planned giving plans can be filled out by providing details of the donation, including the amount, purpose, and designated recipient.

What is the purpose of planned giving plan?

The purpose of planned giving plan is to ensure that charitable donations are made according to the donor's wishes and are properly allocated.

What information must be reported on planned giving plan?

Information such as the donor's name, donation amount, intended recipient, and any specific instructions must be reported on planned giving plan.

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