Planned, legacy or deferred gifts are often larger than current donations, so not-for-profits can’t afford to neglect pursuing them. These gifts generally are made through wills and living trusts, retirement plan and life insurance beneficiary designations, or via more complex charitable annuities and trusts. Include information about planned gifts on your website and in promotional materials and emphasize the potential tax benefits. Sometimes even wealthy individuals fail to make proper estate plans. So if supporters promise to leave your nonprofit a gift, encourage them to put it in writing. Contact us with questions.
