At the Planned Giving Days conference in Arlington, Virginia on May 26, Jeff Lydenberg, Esq., Vice President of Consulting for PG Calc (firstname.lastname@example.org) gave an excellent presentation on Transforming Planned Gifts into Current Gifts.
Some of the highlights of his presentation are included below:
Most planned gifts are “deferred gifts” meaning that the arrangement is made now, but the charity’s use of the funds is delayed until a future date. Converting a future gift to a present gift can be both emotionally satisfying to the donor and obviously very financially satisfying to the charity.
Some of the options …read more
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