The Planned Giving Partnership

Phase I: your organization/your role

  • Identifies and qualifies the donor
  • Informs and cultivates the donor
  • Explores the donor’s best planned giving option(s)

Phase II: the community foundation /beginning of the partnership

  • Consults with you and your donor
  • Evaluates your donor’s goals
  • Prepares a gift proposal

Phase III: the community foundation/gift acceptance

  • Finalizes the gift agreement
  • Ensures due diligence with gift acceptance policies of The Community Foundation
  • Liquidates assets and provides gift acknowledgement

Phase IV: the community foundation/your organization/ gift management & stewardship

  • Invests proceeds from asset sale
  • Makes annual distributions from the gift to your organization or in the case of life income gifts, to the income beneficiaries
  • Provides ongoing consultation to you and your donor
  • Keeps the donor informed about your impact to maintain relationship

Designated Fund Agreements »

12.04.2014

The permanence of your organization may be an important consideration for your donor, particularly if you are a younger organization in the community. Some donors choose to set up a designated fund at The Community Foundation to support your organization in perpetuity and do so during their lifetime and/or through their estate.

Bequests »

12.04.2014

A bequest is a gift of personal property (such as cash, stocks, tangible property, etc.) made after death, generally through a will or other estate plan.

Page 2 of 2

How can we help?

Sharon Cappetta

Director of Development

203-777-7071

Send Email

Whiskey the Old Fashioned Way: A Special Program for Professional Advisors

September 25, 2020: Join us online as Dr. Jessica Spector explores the history of spirits through the classic drink

Read More »

COVID-19 Response Checklist for Nonprofits

Key points for organizations to consider

Read More »

A Call to Community

A statement from The Community Foundation for Greater New Haven

Read More »