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Legal Briefs A publication of Eastman & Smith Ltd. October 2013Trends in Planned Giving: From the Perspective of a Charity's Board Members by Louise A. Jackson, Esq., Spathe current trend in planned
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Start by gathering information about the donor, such as their demographics, financial status, and philanthropic interests.
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Identify the specific trends in planned giving that are relevant to the donor, such as charitable remainder trusts, donor-advised funds, or bequests.
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Nonprofit organizations that rely on donations and are looking to expand their funding sources.
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Trends in planned giving refer to the current patterns and developments in charitable donations made through planned giving methods such as bequests, trusts, and gift annuities.
Nonprofit organizations and charities that engage in planned giving activities are required to file trends in planned giving.
Trends in planned giving can be filled out by collecting data on donations received through planned giving, analyzing trends, and reporting the information in the appropriate format.
The purpose of trends in planned giving is to track and analyze donation patterns, identify areas of growth and potential donors, and assess the effectiveness of planned giving strategies.
Information such as types of planned giving methods used, donation amounts, donor demographics, and trends over time must be reported on trends in planned giving.
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