Board and staff of your organization need to commit to work on developing a planned giving program. You must identify a board member or volunteer leader who will champion a planned giving program and work with a dedicated staff member in its implementation.

  • You will also need to have a gift acceptance policy, approved by the organization, for bequests (and other planned gifts, as appropriate).
  • You must also make a commitment to promoting bequests on a regular basis through your marketing and in donor discussions.
  • In addition, you will need a stewardship program for your planned gift donors, either by starting your own legacy society, or including them in a meaningful way in your major gift donor events, as well as being sure the names of your legacy society donors are listed publicly.

These are the most important steps to starting a planned giving program and you will easily be able to build from there. The Community Foundation can provide your organization with what you may need to get through just about any gift discussion or ultimate transaction.

How can we help?

Sharon Cappetta, CAP®

Director of Development

203-777-7071

Send Email

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