Planned giving refers to financial or other material donations designated to a congregation in advance as part of a donor’s overall lifetime and testamentary giving. Planned gifts have tax implications and are most often transmitted through a will, trust or annuity.
Center for Congregations Director Wendy McCormick explains how the gift acceptance policy is crucial to planned giving and fundraising.
September 19, 2017
May 2, 2017
September 7, 2016