Virtual Meet-Up: Community Foundation Donor Services - June 2024

Strategies for Planned Giving: Annuities and Trusts

This informal peer discussion will explore the complexities of planned giving, providing an in-depth look at the benefits and mechanisms of charitable gift annuities and trusts. Peers from community foundations across the nation will share valuable strategies to help you guide donors in optimizing their philanthropic impact while ensuring financial security and tax advantages. Attendees will gain practical knowledge on structuring these giving vehicles, understanding donor motivations, and effectively communicating the long-term benefits of planned giving. Don't miss this opportunity to enhance your knowledge and network with fellow professionals dedicated to fostering a culture of generosity and thoughtful giving. 

This discussion will focus on:  

• What are the most common planned giving vehicles utilized by community foundation donors and how do they differ in terms of flexibility and impact?  
• How can we understand and address donor motivations for choosing annuities or trusts are part of their planned giving strategy?  
• What are examples of gift acceptance policies and other logistics of planned gifts?  

Don't miss this opportunity to connect, collaborate, and learn from fellow professionals in the philanthropic advising and donor stewardship space. Register today to secure your spot and take away valuable insights to enhance your donor relationships. 

To learn more about how you can connect with peers in the field, we encourage you to join the Philanthropy Exchange, as a space to ask questions, provide feedback, and share resources with community foundation donor service professionals.