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Prepare to Receive a Deferred Gift

Deferred Gifts are a long-term benefit for your organization.

Here is a list of steps you can take to prepare to receive an on-going deferred gift:


Our goal is to help you build a trusting, warm and caring relationship  with your donors to provide outstanding stewardship of services.   Inform your staff and volunteers of our services then call on us when you have questions.

GET INVOLVED.  It is best if your organization stays involved in the entire deferred gift process between the donor and the IRS.  While every donor believes that their charitable advisor is doing the best job possible for them, the reality is that most advisors handle so few annuity gifts that most of them don’t know what is actually involved.  Too often we are called in after problems surface.

GO THE EXTRA MILE. The philanthropic group that offers services well beyond the expected makes a very positive impact on a donor – especially if the donor has made similar donations to other charities.  Stewardship and  donor cultivation, are probably the most important service you provide .

STAY INFORMED. On the development side of gift annuities, life income plans and other planned gift vehicles, you should be aware of all of the materials that the publishers of these materials make available to charities. To get on the mailing lists of ALL of these publisher vendors, refer to the list (insert link)_  Contact all of them and ask them for samples of their booklets, pamphlets and newsletters. Some will charge you for samples of their materials, but the others will provide them free. We are always available to discuss the value and ROI of each approach.

ADMINISTRATION.  When you are ready to determine the  best way to administer your annuity gift fund, send a note to PGR . I will send you a list of the major banks that hold themselves out to be experts in the area of the administration of life income gifts.

DISCLOSURE STATEMENT:  We recommend that you have a strong paper trail to shows that you did indeed share a copy of the “Disclosure Statement” with each donor. A simple step is to ensure proper tracking is to include another copy with your gift acknowledgment letter. We advise that in that letter you refer to the enclosure reminding them that you provided them with  a copy along with the gift illustration you sent BEFORE they made their gift, as required by federal law. The “Disclosure Statement” is included in the gift processing package.