Planned Giving Toolkit and Partnership

As part of The Community Foundation's services for nonprofits, this toolkit and partnership options have been created. This resource was designed to help your organization raise more money to support its mission and to allow you to offer comprehensive 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 opportunities to educate 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 in several ways:

  • Build your endowment and/or cash reserves to help sustain your organization with increased revenue streams
  • Build your endowment and/or cash reserves to help sustain your organization with increased revenue streams
  • 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 use the plus tab in the Explore section on the top of this page or contact:

Sharon Cappetta, CAP®
Director of Development
203-777-7071

Additional Development, Stewardship & Donor Services Contacts

Dotty Weston-Murphy, CAP®
Senior Vice President, Development & Donor Services
203-777-7081

Liana Garcia, MS, PMP
Director of Gift Planning
203-974-1646

Download the Toolkit Here

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