Planned Giving Toolkit for Nonprofits - Organizational Resources & Links - Nonprofit Resource Management Center - Strengthening Nonprofits - The Community Foundation for Greater New Haven

Planned Giving Services

Planned Giving Toolkit and Partnership

Planned giving is an important means for your donors to transform their personal wealth into philanthropy for the benefit of important causes and local nonprofits. For nonprofits, planned giving helps ensure the long-term success of an organization.

This resource was designed to help your organization raise more money to support its mission and to allow you to offer full-fledged philanthropic services to your donors without a significant (or any) financial investment from your budget. The desired result will be more donations over time, with varying gift methods that more directly reflect your donors’ financial and estate plans, and their ultimate capacity to make a lasting and meaningful gift.

We hope you take advantage of educating your donors about the many benefits of adding a long-term approach to their philanthropy (coupled with their continued current support of your mission). We know your organization’s development program works hard to keep the lights on, and adding a planned giving component to your development strategy will help ensure that the lights stay on forever. The Planned Giving Toolkit is designed to help organizations and the donors who support them. Planned giving can help your donors and organization in several ways:

  • Build your endowment and/or cash reserves to help sustain your organization with increased revenue streams
  • Help your donors meet their needs, objectives and desires for their philanthropy to help your organization
  • Handle more difficult asset transactions, such as real estate, art and other collectibles
  • Offer full-fledged gift options to your supporters, such as gift annuities and charitable trusts

This Toolkit provides the easy steps and planned giving information your organization needs to start a planned giving program today. We make it simple, to help you secure your organization’s future.

For more information, please contact:

Sharon Cappetta
Director of Development
203-777-7071

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