Charitable Remainder Trusts (CRTs) offer a tax-efficient method to support charities while preserving income. Donors transfer appreciated assets into a Charitable Remainder Annuity Trust (CRAT) or Unitrust (CRUT), gaining immediate income tax deductions and avoiding capital gains taxes. These trusts provide fixed or variable payments during retirement, allowing donors to maintain their lifestyle. They also enable wealth transfer with reduced gift or estate taxes, making CRTs an attractive opt...| Planned Giving Marketing Trusted Authority | Official Site
Discover 18 essential tips for major gift fundraising, from prospecting to stewardship, to help nonprofits secure transformative gifts and deepen relationships with major donors.| The ENGAGE Blog by Blackbaud
I’ll be honest: before joining the staff of OEC four years ago, estate planning wasn’t something on my mind. But after hearing from so many of our members who have […] The post Safeguard the Future for Make-A-Will Month appeared first on Oregon Environmental Council.| Oregon Environmental Council
Our planned giving guide for nonprofits covers donation types, benefits for organizations and donors, and how to start your program.| Kindsight
Planned gifts are notoriously difficult to predict. Bequests in a will make up nine out of every ten planned gifts. And fewer than 25% of those donors notify the organizations about their gift. In many cases, nonprofits only learn about a gift when it arrives as a check after a donor passes away.| Resources
August is National Make-A-Will Month and an incredible opportunity for nonprofits to increase their planned gifts.| Resources
Planned giving for churches can strengthen ministries for years to come. Learn how to encourage and educate your members with this complete introduction.| www.nonprofits.freewill.com
Check out our webinar recap of the future of direct mail.| resources.freewill.com
An interview with FreeWill partner, Florida A&M University, on their planned giving success and strategy.| resources.freewill.com
Check out our webinar recap of the future of direct mail.| resources.freewill.com
Check out our webinar recap of how to secure gifts from Millennials and Gen Z donors in 2023.| resources.freewill.com
Each year, Make-a-Will Month is one of the biggest months at FreeWill, raising awareness about the importance of estate planning and legacy giving.| resources.freewill.com
