Planned gifts can provide long-term financial sustainability for an organization yet most small or mid-sized organizations have not launched a planned giving program. From bequests to charitable annuities, we can help your organization launch and manage a planned giving effort.
An estimated $59 trillion —divided among heirs, charities, estate taxes and estate closing costs—will be transferred from 93.6 million American estates from 2007 to 2061, in the greatest wealth transfer in U.S. history, according to a report issued by researchers at the Center on Wealth and Philanthropy (CWP) at Boston College.
Planned or legacy giving programs can provide long-term financial sustainability for an organization. They also provide an opportunity for your donors to leave a lasting impact.