Launching an Estate Giving Program

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What needs to be done to launch an Estate Giving Program? Establish a Committee (which meets very infrequently) Prospective Membership: • Two Board members • Long term loyal donor (who has identified that they have made a estate gift) • Local general practice or estates lawyer • Bank or Account Manager • Accountant • Financial […]

How do I prepare my charity for an Estate Giving Program?

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With approval to proceed we would recommend that the staff member responsible for the program join the Canadian Association of Gift Planners .  CAGP has a chapters across Canada and attending local chapter seminars/education events  will both increase your knowledge base and connect you with other individuals and organizations doing similar work. We would recommend […]

Why are donors interested in estate gifts?

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What motivates a donor to make an Estate Gift? Estate giving donors want to make a difference! While many individuals might want to be a major donor, many cannot afford to do so in their own lifetime. However, they recognize that a bequest gift can allow them to make a significant impact. Most estate gift […]

First steps preparing for an Estate Giving Program

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Our third blog in the series talks about taking the first steps toward an Estate Giving Program. Next steps for “not quite ready” OR first steps preparing for an Estate Giving Program   Your charity should consider increasing marketing and communications of any Bequest Gifts that have been received (gifts via an Estate/Will). Bequest gifts represent […]

Is your organization ready for an Estate Giving Program?

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The second blog in our Estate Giving series is about organizational readiness. When should your charity consider establishing an Estate Giving Program? Estate or Planning Giving has been emerging as the new “buzzword” for many organizations. On the surface it looks like a simple way to secure future funding. The reality is Estate Giving programs […]

Thinking about an Estate Giving Program?

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From time to time MAS registered charity clients ask, what is Estate – or Planned – Giving? Should we consider expanding our fund development program to include Estate Giving?Thinking about an Estate Giving Program? In order to “demystify” Estate Giving, we will be publishing a series of blog posts over the next few weeks.  Each […]

 

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