Endowed and planned giving programs offer donors the opportunity to create a charitable legacy that continues to strengthen the organization long into the future. These programs are an important component of a nonprofit’s income diversification strategy and long-term financial planning efforts.

Many nonprofits enlist professional help in coordinating their planned giving programs and require assistance from experts in the endowment and planned giving field. Giving Tree Associates helps you to assess whether or not this type of campaign is the right choice for your organization, and, if so, is able to manage the day-to-day aspects of the project.

Your donor’s motivation may be to reduce taxes, make the world a healthier place, benefit from an increased income stream or to create a living legacy. This can be accomplished through a variety of tools including retirement plan assets, appreciated assets, cash or stock, and the gifts can be left to you as a bequest, charitable gift annuity, or charitable trust. Giving Tree can help your nonprofit and donors meet their long term philanthropic objectives, understand their giving options and provide for the community’s future in a way that is meaningful and valuable for all parties involved.

We understand the importance of evaluating the optimal planned giving program. We work closely and collaboratively with you to assess the opportunities available to meet your long-term growth objectives..

How Giving Tree can help manage your Endowment and Planned Giving Program:

  • Assess your organization’s readiness to begin a planned giving program
  • Review your current donor list to jump start with prospect identification
  • Provide information about planned giving options
  • Craft planned giving cultivation and solicitation materials
  • Develop an endowment campaign strategy and communication plans
  • Design and implement a stewardship and recognition program unique to endowed and planned giving donors