PLANNED GIVING RESOURCES SERVICES

• Planned Gift Programs
  
• Gift Annuities
  
• Pooled Income Funds
  
• Trusts
  
• Endowment Funds
  
• Life Estates
  
• Required Legal Reserve Calculations
  
• Gifts of Life Insurance
  
• "The Florida Connection"
  

• Start or  expand your Planned Giving development Program.
• Establish planned giving policies for gift acceptance, gift administration, gift investment, etc.
• Learn how to create or expand a bequest solicitation program.
• Start a deferred gift donor recognition society.
• Identify planned giving prospects within your donor list.
• Check your planned giving ideas with an experienced person.
• Get understandable illustrations of possible gifts for your prospective donors in ready to use form at reasonable prices.
• Begin a Pooled Income Fund or Gift Annuity Fund correctly.
• Inexpensive Planned Giving Articles for your newsletter.

• Verify your compliance with gift annuity state regulations.
• Help in getting Permit/Certificate in 10 regulated states.
• Be sure you are giving your donors the appropriate tax reporting information about their planned gift.
• Know where to get quality, inexpensive gift administration services.
• Annually compute "Required Legal Reserve" for NY, CA, FL, NJ, etc.
• Make sure you're withdrawing the right $ at annuitant's demise.

• Create a Pooled Income Fund Offering Brochure.
• Pros and cons of choosing a bank as trustee or do-it-yourself.
• How to help donors make gifts of securities efficiently.
• Establish appropriate income and unit value records to help develop future gifts by publishing your fund's performance.

• Helping donor choose the right gift plan.
• Develop appropriate illustrations for various proposed gifts.
• Should charity be the trustee for a unitrust or annuity trust.
• Pitfalls to avoid in handling offers of gifts of real estate.
• Guidance in developing and processing gifts of real property.
• Working with the advisors of prospects and donors.
• Help in drafting gift and trust agreements.

• Creating and administrating your endowment fund.
• Perpetuating one's annual gift through an endowment gift.
• Ways to insure that the investment income keeps pace with inflation.

• Avoid pitfalls in accepting homes/farms under a life estate agreement.
• A gift of a home under Life Estate and Gift Annuity for the same results as a "reverse mortgage."

If you have a permit from any of the 10 states that now require written gift annuity agreements to residents in those states, you need to file an annual report with each, that shows you have sufficient "acceptable assets" invested to guarantee the annuity payments that your reserve agreements have promised to make. This is called the "Required Legal Reserve" Report and is based on the age of each annuitant in your Fund. Planned Giving Resources can do these computations for New York, California, New Jersey, Florida, and other states.

Now, make planned giving to your younger donors (under age 66). Use life insurance to create a major gift from $2,000 to $100,000, through smaller gifts to your organization for just five years. The result is a major gift that is larger than the donor might otherwise be able to give.

Do some of your better prospective planned giving donors live part of the year in Florida?  Is it costing you a great deal to visit them to follow-up on or close a planned gift? Use "The Florida Connection." Now a trained and experienced planned giving professional can "wear your hat" and represent your organization as your planned giving field person in Florida. That person will visit your prospective donor, and "advance the ball" or close the planned gift for you at less cost than if you traveled to Florida to see that same person. Get several visits with your donors in Florida for less than the cost of you making one trip to Florida. This service is available for donor or prospect visits anywhere in the southern half of the state.