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. Just choose the appropriate subject heading at the left for your inquiry and click through.
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.
Brian Sagrestano
Chase Magnuson
Vince Fraumeni
Viken Mikaelian