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A MUSICAL LEGACY TOPEKA SYMPHONY LEGACY Society Topeka Symphony Orchestra has provided inspirational music and cherished memories for nearly three quarters of a century. The TSO continues to enrich

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How to fill out planned giving program

01

Identify potential donors who may be interested in supporting your organization through planned giving.

02

Develop a planned giving program strategy that includes creating a variety of planned giving options such as bequests, charitable remainder trusts, and gift annuities.

03

Provide relevant information and resources to educate potential donors about the benefits of planned giving and different options available to them.

04

Offer opportunities for donors to meet with a planned giving specialist to discuss their financial goals and how planned giving can help achieve them.

05

Implement a communication plan to regularly engage with donors who have expressed interest in planned giving and provide updates on the impact of their contributions.

Who needs planned giving program?

01

Nonprofit organizations and charities looking to secure long-term financial support.

02

Donors who want to leave a lasting legacy and support causes they are passionate about.

03

Individuals who are interested in maximizing their impact through charitable giving while also receiving potential tax benefits.

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What is planned giving program?

Planned giving program is a fundraising strategy that allows donors to leave a legacy gift to a nonprofit organization through their will or other planned gifts.

Who is required to file planned giving program?

Nonprofit organizations that have a planned giving program in place are required to file.

How to fill out planned giving program?

Planned giving program can be filled out by providing details about the organization's planned giving initiatives, donors' information, and specific gifts received.

What is the purpose of planned giving program?

The purpose of planned giving program is to secure future donations and support for the nonprofit organization by engaging donors in long-term giving plans.

What information must be reported on planned giving program?

Information such as donations received, donor names, gift amounts, and planned giving strategies must be reported on planned giving program.

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