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Planned Giving Support:

gift planning:  a systematic effort to identify and cultivate a person for the purpose of generating a major gift that is structured and that integrates sound personal, financial, and estate-planning concepts with the prospect's plans for lifetime or testamentary giving.  A planned gift has tax implications and is often transmitted through a legal instrument, such as a will or trust.
............. The NSFRE Fund-raising Dictionary

Matching the interests of your donor with the opportunities of your ministry, planned gifts are the tools we use to build deeper relationships, lower the cost of giving, and minister to the people God brings to your ministry.

 

Planned gifts come in two flavors:  Current Gifts and Deferred Gifts

In major donor cultivation, we are always looking for ways to help the donor invest in the programs through our annual fund.  Nowhere are the opportunities more available than here to talk about gifts of appreciated property as a way to make their gift more affordable - and possibly larger.

We offer two Planned Giving Services for you to choose from:

 

Remote

Comprehensive

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03/25/2008

Copyright  ©  2007 Dan Mirgon & Associates, Inc.  All Rights Reserved
PO Box 1832,  Orange, CA 92856-0832   °  888-633-5422

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