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Services
Planned Giving
Planned Giving takes the perspective that attention
to detail characterizes giving that may entail a ‘lifetime
perspective’. A planned giving program has been defined
as the “systematic and aggressive encouragement of gifts
to an organization…by means of life income plans, bequests,
insurance contracts, gifts of personal residence or farm with
retained life estate, partial interests in tangible personal
property, charitable gift annuities, charitable remainder
trusts, and other methods..”
In the development and solicitation of planned gifts, development
personnel in the not-for profit sector must adhere to the
principals of humanity, tact, understanding, patience, and
skill – ALL important to the success of a new or existing
fundraising program.
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