Questions & Answers
When are the best possible months to mail? Should my prospect sell her appreciated stock so she can donate cash? What planned gifts should I promote if I am a small non-profit? What is a lead trust?
As a fundraiser, you’re thrown questions from every corner of the gift planning map. If a donor or your boss is waiting for your response, you need a go-to source for reliable answers to all your FAQs.
That’s what you’ll find here.
Start here for answers to questions about how a gift plan works, what are its tax consequences, and what are the best ways to promote it. There’s even a section written from the donor’s perspective, to give you talking points for the next time you’re face-to-face, soliciting a gift.
Have a question that we haven’t addressed yet? Submit it and we’ll tackle it ASAP.
Chase Magnuson
Vince Fraumeni
Viken Mikaelian
Scott Janney