Effective Planned Giving Education Programs are Essential in Today’s Uncertain Economy

Planned giving requires strong trust/reliability between donors and institutions since it typically involves a large sum of money, and the institution often will invest the money (CRUT/CRT/ CLAT circumstances specifically).  Donors will want to know about tax policies, different ways of giving and the benefits of each.  You may want to incorporate into the discussion financial advisors, tax lawyers and estate planners who can inform donors about tax benefits and provide financial flexibility.

You can present donors with various giving opportunities, elucidating how giving to organizations/institutions can result in long term financial sustainability and can help with transfers of wealth to their future generations. (Charitable Remainder UniTrust (CRUT)/Charitable Remainder Trust (CRT), and Charitable Lead Annuity Trust (CLAT).

Helping donors clarify their charitable focus and goal will affect the type of planned gift they will make. It is important that they feel extremely informed about all their options—that they know they are making the best choice for giving type and that they have a clear understanding of what an endowment is and its long term strategy/use.   Lack of clear financial/donor understanding can result in a frustrated donor.  (http://chronicle.com/article/A-Donors-Declaration-of/126936/)

Educating all donors about planned giving is important in this uncertain and challenging economic time. Donors may be concerned about their own economic future and ability to maintain their current lifestyle. If they fear that they will outlive their money and they do not want to be dependent on anyone else in later life, they may not feel comfortable making significant gifts while they are still alive.  And yet, when they become educated about the tax benefits, they may “back up” their pattern of lifetime gifting with a planned giving program.  High end donors who have given significantly over a period of time may look, when educated, at planned giving as a way to endow their lifetime gifts. In other words, they may want to ensure that the gifts they have made during their lifetimes to institutions they treasure are sustained past their own mortality. Planned giving can be a way to be sure that the gift giving pattern they established during their lifetime continues post death.


Patricia Annino is a sought after speaker and nationally recognized authority on women and estate planning.  She educates and empowers women to value themselves and their contributions in order to ACCOMPLISH GREAT THINGS in the world – and in so doing PROTECT THEMSELVES, those they love, and the organizations they care about.  Annino recently released an updated version of her successful book, Women and Money: A Practical Guide to Estate Planning to include recent changes in the laws that govern how we protect our assets during and beyond our lifetime.  To download Annino’s FREE eBook, Estate Planning 101 visit, http://www.patriciaannino.com.

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