Gift planning offers a variety of ways for donors to support the charitable organizations they care about in a way that aligns with their own personal financial needs and goals. But understanding the many different planned giving vehicles can be overwhelming and confusing—even for fundraising professionals. And while not everyone needs to be an expert, comprehending the basics can help you help your donors see the possibilities, while advancing your parish or school’s development efforts. Topics covered include designating gifts through a will, living trust, or beneficiary designation; giving from the most highly taxed assets, and donor advised funds.
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