Reports say that trillions of dollars are going to be transferred to the next generation. But how do you have the nets in place to catch it?
In this session, you’ll learn the basics of establishing a gift acceptance policy.
- - What do you say to a person wanting to give you a piece of property?
- - Where do people go if they want to learn how to give a gift of stock?
- - How do you sort out a gift of closely held stock in a family company?
- - What kind of wording should a donor use if they want to leave your nonprofit in their estate?
We’ll look both at the basics of a setting up a gift policy for your attorney to review and we’ll explore ways to market different gift options to your donors. We’ll even look at identifying some of your easiest prospects.
Note: While we’ll be exploring cursory legal issues, this session should not be deemed as legal advice. This is offered as one fundraising practitioner to another.