Michael Rhodes

Development in a stewardship framework refers directly to planned, systematic and intentional growth through relationship building. There is a basic, underlying understanding that self-giving is good for personal health and vitality.

Planned Gifts provide for long-term funding infusions from the transfer of capital assets as opposed to a gift from the individuals current income. Planned giving programs incorporate all gifts of perpetuity, and corporate and foundation funding, as well as educational opportunities through seminars, legacy societies, and educational-based programming to assist individuals in making end of life decisions.

Planned giving programs are critical in the long-term growth plan of institutions with a historic profile with the primary purpose of acquiring, managing, and investing major gifts and endowment funds for the benefit of programming, activities, and various mission-related events. These pooled funds provide the maximum potential earnings to benefit all.

Planned giving can simply consist of a local legacy society that thanks and acknowledges those individuals that have joined with others to elevate the charity into their estate plans. These gifts will be the largest gift that a member will give in their lifetime.