Planned Giving

What is Planned Giving?: Planned Giving is a systematic effort to identify and cultivate a person for the purpose of generating a major gift that is structured and that integrates sound personal, financial, and estate-planning concepts with the prospect’s plans for lifetime or testamentary giving. A planned gift has tax implications and is often transmitted through a legal document, such as a Will or a trust. www.loc.gov/philanthropy/planned.html

Planned Giving Organizations:

American College of Trust and Estate Counsel - http://www.actec.org/
ACTEC is a professional association of lawyers who are experienced in the preparation of wills and trusts; estate planning; probate procedure and administration of trusts and estates of decedents, minors and incompetents. Website contains FAQ's on estate planning, living wills, probate, and more.
American Council on Gift Annuities (ACGA) - http://www.acga-web.org/
A nonprofit organization formed for the purpose of providing educational and other services to American charities regarding gift annuities and other forms of planned gifts. Website contains state regulations, suggested annuity rates, and FAQs.
Canadian Association of Gift Planners - http://www.cagp-acpdp.org/
Gift planner's professional organization in Canada.
Leave A Legacy - http://www.leavealegacy.org/
The National campaign lead by the National Committee on Planned Giving to educate and encourage the public to include charitable donations in their estate planning.
National Committee on Planned Giving - http://www.ncpg.org/
Website covers topics such as: Starting a Planned Giving Program, Valuation standards for Planned Gifts, Ethics and Standards, Government Regulations; and is a network organization for fundraising professionals.
Gift Law - http://www.giftlaw.com
GiftLaw is a free online eMarketing service used to educate and promote gift planning.
See an Example (March of Dimes): http://www.giftlaw.com/giftlaw.jsp?WebID=GL2002-0393
Online Gift Planning Calculator: http://www.giftlaw.com/glcalc.jsp?WebID=GL1999-0004
Planned Giving Information Consortium of East Central Illinois - http://www.pgic.org/
Provides information about gift planning and donating in the Central Illinois Region.
Planned Giving Resources - http://www.pgresources.com/
Information includes: State Regulations, State Contacts, Recent Law Changes, Gift Calculations, Information on Gift Annuity (policy & administration), NAIC model laws, and more!
Planned Giving Today - http://www.pgtoday.com/
Support and Resources for the Fundraising Professional.
St. Louis Planned Giving Council - http://www.slpgc.org/
Local Chapter of the National Committee on Planned Giving.

For more information on Planned Giving Try These Books available at the Library:

Barrett, Richard D. Planned Giving Essentials: a step by step guide to success.
-- 658.1522 Barrett (SP - On Display "Pamphlet File")
Dove, Kent. Conducting a Successful Major Gifts and Planned Giving Program.
-- 658.15224 Dove (SP)
Jordan, Ronald R. Planned Giving for Small Nonprofits.
-- 658.15224 Jordan (SP)
Jordan, Ronald R. Planned Giving: Management, Marketing, and the Law.
-- 658.153 Jordan (SP & On NP Reference Shelf)
Jordan, Ronald R. Planned Giving Workbook.
-- 658.153 Jordan (SP)
Miree, Kathryn W. Professional advisors' guide to planned giving.
-- R 343.73 Miree (SP)
Sharpe, Robert F. Planned Giving Simplified: the gift, the giver, and the gift planner.
-- 658.15224 Sharpe (SP)
Thornton, Grant. Planned giving : a board member's perspective.
-- 658.15224 Planned (SP - On Display "Pamphlet File")

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