Whether you need to increase long-term funding, build an endowment or simply offer more to your major donors, this new service will help you do it – effectively and affordably.

It is perfect for the ministry that realizes the importance of Planned Giving but doesn’t have the budget or staff for a comprehensive program.

The Service Provides:

Visibility Program: - Articles for your newsletter, receipt enclosure copy and space ads, all designed to inform donors about how charitable giving can help them.

Website Resources: - A complete “Ministry Support” section for your website where donors can read about the many ways a planned gift can help them accomplish their goals.

Tips and Helps: - Ideas on how to find planned gift opportunities and how to have the conversation with your donor will be provided.

Technical Support: - Gift Proposals and tips on how to present the gift will are included. Conference calls with the donor and/or their advisors are available, and if needed, we can visit with the donor in person for an additional daily fee.

Cost: - $500 per month

By Dan Mirgon, CFRE

In a brand new report, the Internal Revenue Service finally studied tax returns that included gifts of non- cash items.

Many charitable organizations have sought gifts of publicly traded securities, real estate, and many other gift-types over the years.

Until now, the IRS has never reported on the numbers and sizes of these gifts, leaving it up to individual organizations to learn from each other about the results.

Illustrating why ministries need to offer their major donors a way to lower the cost of their giving, these Gifts of Appreciated Property are considered "planned gifts", and are received into the annual fund in the year given.

What an excellent way to serve the donors who want to help you, but need to do it at a lower cost.