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Planned Giving Overview The goal of planned giving is to help you plan your estate and charitable giving in a way that benefits you and your family while fulfilling your philanthropic goals. Supporting
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How to fill out planned giving overview

01
To fill out a planned giving overview, follow these steps:
02
Start by gathering all the necessary information such as the donor's name, contact details, and donation history.
03
Identify the donor's estate planning objectives, including any specific assets they wish to donate.
04
Determine the desired type of planned gift, such as a bequest, charitable trust, or life insurance policy.
05
Create an overview document that outlines the planned giving strategy and highlights the potential benefits for the donor.
06
Include details about the organization's mission, programs, and planned giving options to provide a comprehensive overview.
07
Make sure to include relevant legal and tax considerations to educate the donor about the potential implications of their planned gift.
08
Review the completed overview document for accuracy and clarity before sharing it with the donor for their review and approval.

Who needs planned giving overview?

01
Planned giving overviews are needed by non-profit organizations and fundraising professionals involved in soliciting and managing planned gifts.
02
Donors interested in making a significant charitable contribution through estate planning may also request a planned giving overview to better understand their options.
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Planned giving overview is a comprehensive overview of an organization's planned giving program, including strategies for soliciting, managing, and recording planned gifts.
Nonprofit organizations and charities that have a planned giving program are required to file planned giving overview.
Planned giving overview can be filled out by providing detailed information about the organization's planned giving program, including goals, strategies, and results.
The purpose of planned giving overview is to provide transparency and accountability about an organization's planned giving program, and to demonstrate its effectiveness in securing planned gifts.
Information such as the number and types of planned gifts received, the total value of planned gifts, and the impact of planned giving on the organization's mission and goals must be reported on planned giving overview.
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