Get the free Planned Giving Guide

This guide provides information on planned giving, emphasizing the benefits of charitable donations made through wills, life insurance, annuities, and other financial instruments. It covers various types of planned gifts, such as bequests, gifts of insurance, annuities, and securities, and highlights their potential tax advantages and impact on estate planning.

How to fill out planned giving guide

How to fill out planned giving guide

1. Begin with a cover page that includes the title 'Planned Giving Guide' and your organization's logo.
2. Introduce the purpose of the guide, explaining what planned giving is and its benefits.
3. Include a table of contents for easy navigation.
4. Outline different types of planned giving options available (e.g., bequests, charitable trusts, retirement plan gifts).
5. Provide a step-by-step process for making a planned gift, including any necessary paperwork and contact information.
6. Include testimonials or case studies from individuals who have made planned gifts.
7. Offer a FAQ section addressing common questions and concerns.
8. End with a call to action, encouraging readers to reach out for more information or to start the giving process.

Who needs planned giving guide?

1. Individuals interested in making a significant charitable contribution.
2. Donors who want to leave a legacy through their estate plans.
3. Nonprofit organizations seeking to educate and guide potential donors on planned giving.
4. Financial advisors who want to provide clients with options for charitable giving.

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What is planned giving guide?

A planned giving guide is a resource that helps individuals and organizations understand the options and strategies available for making charitable contributions through planned giving.

Who is required to file planned giving guide?

Typically, non-profit organizations that offer planned giving options are required to file a planned giving guide to comply with legal and regulatory requirements.

How to fill out planned giving guide?

To fill out a planned giving guide, one must provide detailed information about the planned gifts, donor details, and the types of assets being donated, along with any relevant agreements.

What is the purpose of planned giving guide?

The purpose of a planned giving guide is to provide clarity and guidance to donors and charities about the different types of planned gifts and to facilitate the planned giving process.

What information must be reported on planned giving guide?

Required information typically includes donor information, the type and value of the planned gift, terms of the donation, and any associated legal or tax implications.