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Catholic Community Foundation, Inc. Preserving Our Faith Creating a Legacy Planned Giving Manual Preserving Our Faith Creating A Legacy ARCHDIOCESE OF INDIANAPOLIS Catholic Community Foundation, Inc.

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How to fill out planned giving manual

How to fill out a planned giving manual:

01

Begin by gathering all necessary information related to planned giving, including legal and financial documents, organization policies, and donor information.

02

Create an organized outline or template for the manual that includes sections such as introduction, types of planned giving, step-by-step instructions, frequently asked questions, and additional resources.

03

Start by providing a clear and concise introduction to planned giving, explaining its importance and the benefits it can bring to both the organization and the donor.

04

Break down the various types of planned giving options, such as bequests, charitable gift annuities, and charitable remainder trusts. Include detailed instructions on how to set up each type, potential tax benefits, and any legal requirements.

05

Include a step-by-step guide on how donors can fill out the necessary forms and paperwork to make their planned gift. This should include instructions on how to consult with legal and financial advisors, review and update estate plans, and document their intentions.

06

Anticipate common questions that donors may have and provide clear and comprehensive answers in the manual. This could include topics such as tax implications, ways to leave a legacy, or the impact of planned giving on the organization's mission and programs.

07

Provide additional resources and references for further reading, such as recommended books, websites, or contact information for professional advisors experienced in planned giving.

Who needs a planned giving manual:

01

Non-profit organizations or charities that actively engage in fundraising and accept planned gifts can benefit from having a planned giving manual. This manual serves as a comprehensive resource for both staff members and potential donors.

02

Development and fundraising professionals within the organization can use the planned giving manual as a training tool to understand the various types of planned giving, how they work, and how to assist donors throughout the process.

03

Donors who are interested in making planned gifts can also benefit from having access to a planned giving manual. It provides them with valuable information on the different options available, the necessary steps involved, and the potential benefits to themselves and the organization they wish to support.

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What is planned giving manual?

Planned giving manual is a document that outlines an organization's planned giving program and policies.

Who is required to file planned giving manual?

Nonprofit organizations and charities that engage in planned giving must file a planned giving manual.

How to fill out planned giving manual?

To fill out a planned giving manual, organizations must include information about their planned giving program, policies, procedures, and donor information.

What is the purpose of planned giving manual?

The purpose of a planned giving manual is to provide guidelines and information for organizations on how to manage their planned giving programs effectively.

What information must be reported on planned giving manual?

Information such as planned giving program details, policies, procedures, donor information, and any other relevant information must be reported on the planned giving manual.

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