Planned Giving Program Development

Submitted by superadmin on Thu, 12/29/2022 - 11:58pm
Definition
Programs that help nonprofit organizations and other groups develop a planned giving program that seeks to acquire gifts through wills, bequests and trusts. The program may help the organization evaluate the advisability of developing a planned giving program, understand taxation requirements, develop policies and procedures for administering the program, select the planned-gift instruments to be offered, determine the type of assets to accept, develop a marketing and donor relations plan, and launch the planned giving program.
URL Name
TP-2300-2000-660
Third Level Code
TP-2300
Taxonomy Code
TP-2300.2000-660
Parent Code
TP-2300.2000
Family Code
T
Second Level Code
TP
Fifth Level Code
TP-2300-2000-660
Fourth Level Code
TP-2300-2000
Publication Status
Draft