Gift Planning Services

Studies estimate that over the next thirty years charities will receive between $6 and $25 trillion in gifts through the estate plans of donors. Overwhelmingly, the charities that benefit will understand donor-centric gift planning programs that encourage estate gifts. Other charities may benefit from bequest gifts, but only by happenstance, not because of programmatic initiative.

Many nonprofit organizations think about gift planning as technically out of reach. They fear they don’t have the specialized staff. Or they defer these programs to satisfy near-term revenue demands. The truth is that there is no reason to delay. The staff you need for set up and program operation can be outsourced from consultancy. It is easy. A simple bequest society can be set up in an afternoon.

Each member of your board should be asked to become a charter member. By logging in to a standard retirement account online, your board members can put your nonprofit in their estate plan with a percentage gift of the retirement fund. This demonstrates their investment and kick starts your program. It takes fifteen minutes for board members to make this gift. No lawyer is required. It is revocable and can be undone in the same fifteen minutes.

We can help with:

  • Building a bequest-giving society that is backed by your board
  • Assisting prospect meetings and liaisons with tax and legal professionals
  • Evaluating programs, training staff, and creating gift planning campaigns that can stand alone or blend into your campaign effort.

Who to Contact

Margaret Holman

Margaret Holman

Tel: 917.699.7380

Margaret offers extensive experience in gift planning. Contact Margaret today to find out how he can further your project.