by William J. Moran, J.D., M.S.Ed. Unrestricted Bequest “I give devise and bequest to (organization name) , (state: ” % of my estate”, “the sum of _____” or “the residue…
by William J. Moran, J.D., M.S.Ed. 1. Will or Trust Gifts from one’s will or revocable trusts constitute a majority of planned gifts. A donor can make a charitable bequest by…
by William J. Moran, J.D., M.S.Ed. This is a helpful form to give your planned giving donors to assist them with estate planning. The Location of Assets Form includes two…
by William J. Moran, J.D., M.S.Ed. How do you identify individuals that might be interested in making a planned gift to your organization? You need a systematic method of identifying…
by William J. Moran, J.D., M.S.Ed. The most important benchmark of successful programs is the staff assigned to do planned giving fund raising. Attributes to look for when hiring…
by William J. Moran, J.D., M.S.Ed. Sample Language for Encouraging Gifts of Stock How to Give Stock Gifts of appreciated stock have significant tax advantages to the donor and…
by William J. Moran, J.D., M.S.Ed. Here are 9 ways to reduce taxes and make a gift. This language is great for planned giving brochures. 1. GIFTS OF CASH: If…
by William J. Moran, J.D., M.S.Ed. Campaign Pledge Form View or Download Form in PDF or Word format Want more articles like this delivered directly to your inbox? Sign up for…
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