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Nonprofit FAQ

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The Nonprofit FAQ > Development >

Strategies: Planned Giving

What's Going On Here? We're revising the Development section of the Nonprofit FAQ to better serve the needs of the Idealist community. If you have a suggestion for a topic/item or improvement on an existing topic/item, please contact yuting@idealist.org!
What is Strategic Planned Giving? A noted practitioner distinguishes between 'estate planning' -- what individuals do -- and the need for organizations to think strategically about how to connect with people who might include charitable gifts in their estates.
What are the principal differences among charitable trusts? An informal introduction to the options for planned giving.
Is it difficult and expensive to establish a charitable trusts? There are legal and tax complications which must be handled carefully.
What are the various tax benefits available to a donor? Charitable gifts can result in lowered taxes in many ways; here is a brief discussion of some of them.
How can life insurance policies be used to make a gift to a nonprofit? This is one of several ways of making a planned gift.
Where can I get more information about planned giving? There are several associations, email discussion groups and websites related to the topic.
The Tax Implications of Planned Giving Helping Yourself and Your Favorite Community Organizations (From the Seattle Times October 15, 1998. By David Keene, CPA, and David Endicott. Reprinted with permission.)
What policies should we have about planned giving? Organizations and donors both need a framework; this item links to some examples.

Permalink: http://www.idealist.org/if/i/en/faqcat/330-11

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