News & Events

Tap Into the Deep Pool of Charitable Giving

Not for Profit Newsletter Apr 2015Meet the future needs of your organization by tapping into the deep pool of charitable bequests. But before you start actively seeking and accepting bequests, make sure your organization is prepared.

  • Establish a formal process to seek out, secure and manage planned gifts.
  • Establish due diligence procedures for accepting certain types of gifts (e.g., gifts of life insurance, real estate, securities, gifts-in-kind, etc.).
  • Determine your marketing plan for giving
  • Provide guidance to prospective and current donors.
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