What is the process to start a Charitable Gift Planning Program?
Beginning a new charitable gift planning program is a 10-step program:
What are the typical charitable giving programs?
Typical charitable giving programs include:
These programs can be stand alone or marketed as a group.
What are some of the reasons for donors to make planned gifts?
Your supporters wish that your mission of doing good in the world will continue and they personally would like to help in this cause. Additionally, there are tax benefits to make planned gifts. The tax code allows for:
All of these reasons make charitable gift planning a good idea for non-profit organizations.
What is the typical time-frame for a charitable gift planning program to get started?
Typically, three - six months depending upon the charitable organization's willingness to promote the program. Buy-in from board, management, and staff are particularly important to a program’s initial success.
How can I get started with growing my fundraising program?
Call Jim Eckel at 949-482-3366 or email him at Jim@CharitableAdvisors.net and he will be glad to provide the information you need to make an informed decision.