The following article is reprinted from the July and August 1999 issues of Gift Planning in Canada (TM), Copyright ©1999 by Planned Giving Today® Having been at the University of Victoria for 12 years now, I have had the privilege...
There is no other group on your donor file more likely to leave you money in their wills than your monthly donors, donors who have really bonded with your cause. They're willing to give you direct access to their personal...
1. Capital Bequest - Unrestricted use I direct my Estate Trustee to transfer as a gift to [Charity] the sum of $_____, (____% of my estate or residue of my estate), to be used for such purposes in connection with...
Imagine writing a foundation proposal requesting "lots of money for a big building to support our good work." The most sympathetic foundation executive wouldn't tolerate such a vague and lazy request for a minute. Yet most planned giving programs tell...
In Canada the charitable remainder trust has, until recent years, been virtually unknown. The United States, however, has been so taken by the concept that the most common form of a planned gift there, with the exception of a bequest,...
Seminars are powerful tools in generating interest in planned giving. They are a nonthreatening approach to the donor, and are generally viewed by the public as popular and safe events to attend. An opportunity to provide a free or modestly-priced...
Just as each one of us faces the challenge of balancing our financial obligations today while preparing for the uncertainty of tomorrow, charities experience a similar destiny. Today, in Canada, over 75,000 registered charities compete for some $3.2 billion donated...
Potential donors often wrestle with a variety of objectives that don't always work well together. Your wish to donate to a favourite charity may be dampened by impending taxes … or by a feeling that the gift may be perceived...
There are many reasons why fundraisers should consider acting as an estate trustee or an attorney under a Power of Attorney only in the rarest of occasions. Firstly, in such situations, the fundraiser becomes subject to the legal duties of...
For many development professionals new to it, planned giving can be a bewildering mix of jargon, tax laws and complex financial relationships. It is, however, often simpler than it appears. First of all, in even a mature program, at least...
