Planned Giving campaign essentials don't have to be mired in tax law nor complicated. The core of all successful Planned Giving campaigns is not intellectual capacity - it is our ability to communicate our organizations passion for mission. We have highly trained and expert Attorneys on our Boards or as volunteer consultants to our foundation. These professionals will assist us in navigating the Planned Giving waters.
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Navigating the Planned Giving waters is a constant struggle . . . more so for those small non-profits which do not have a trained and certified Planned Giving Professional. CGA's, CRUT's, CRAT''s, Bequests - just overcoming the vernacular is a full time job!
So how do I create an effective Planned Giving program without a cadre of Attorneys? Actually . . . it is not that hard.