Discussions with donors and prospects must be approached delicately because of their often sensitive nature. 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 can help you to assess whether or not this type of campaign is a wise choice for your organization, and, if so, can 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. Giving Tree Associates can help your nonprofit and its donors to meet their objectives, understand their giving options and provide for the community’s future.
We can help encourage your donors to make a planned gift in the form of retirement plan assets, appreciated assets, cash or stock. These gifts can be left to you as a bequest, charitable gift annuity, or charitable trust. Explore them all with us and make sure that your donors have the information to decide which plan is right for them.
We understand the importance of evaluating the optimal Planned Giving program. We will work with you closely and collaboratively to assess the opportunities to meet your long term growth objectives.
