Enjoy the Raise!

It takes more than capital campaigns to advance your mission.

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ON THE SUCCESS OF YOUR PROJECT

“The burden of organization is OUR responsibility.  We need a little of your time and a lot of your influence.”

 

~ Shannon Schweigert

ASSET-BASED GIFTS & PLANNED GIVING

Asset-based gifts and planned giving expand pledge fulfillment options for your donors.  Utilizing gifts other than cash can dramatically increase the size of donors’ gifts while creating important tax efficiencies.  Planned giving through split income deferred gift arrangements such as charitable trusts, charitable gift annuities, and even bequests expands your prospect pool.

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Any discussion of asset-base gifts or planned gifts may and should include family members and trusted financial advisors.

 

PACE Fundraising is experienced in leading these important discussions.  We understand that a donor’s charitable giving should not be done in vacuum, but should take into consideration the donor’s financial and family plans.

Why Incorporate Planned Giving

PACE Fundraising is experienced in the use of asset-based gifts and planned gifts.  Incorporating these options into your capital campaign effort is important for many reasons:

  1. Capital campaign efforts tend to engage more individuals in face-to-face discussions than any other aspect of the fundraising continuum.
  2. The use of asset-based gifts for campaign pledge fulfillment is often the fastest, most tax-efficient option for individuals with eligible assets.
  3. The discussion on the use of asset-based gifts or planned gifts may often result in much larger contributions than if only cash gifts are discussed as an option
  4. The discussion and use of asset-based and planned gifts greatly expands the prospect pool of individuals who may be able to contribute to your campaign.

Matching Giving Type to Donor

There is no “one size fits all” planned gift. Strategies must be adapted to a donor prospect’s individual financial circumstances. The assets they own, their net worth, and most importantly, their family situation must all be taken into account when designing the most appropriate planned giving vehicle. Getting to know the donor prospect and their motivations is critical in meeting their needs and eventually realizing their gift for your organization.

Integrating Family & Advisors

At the donor prospect’s discretion, it is always advised to integrate family and professional advisors into a planned giving discussion. Planned gifts should be in concert with and enhance the balance of the donor prospect’s income, tax, and estate plan. Without coordination, a planned gift built in a vacuum without consideration of all factors can be damaging to the donor. Proper consideration of the donor’s total plan and objectives is a win-win: donor and your organization.

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