“Why is planned giving so important? Simply put, because it will help your school raise significantly more money.”
—Author Helen Colson
Raising planned gifts is imminently possible even for an understaffed independent school. The NAIS Planned Giving Primer covers the how-tos of starting and growing a program that can attract the largest gifts most schools are ever likely to receive.
This updated edition starts with an introduction to what the new 2017 tax law means for fundraising in general and for bequests and other planned giving vehicles in particular. The body of the primer covers:
- What planned giving is and why it’s so important
- Who makes planned gifts and why
- How to gain support for a planned giving program
- 10 steps to starting and sustaining a program
- 10 planned gifts, including bequests, and how they benefit both donors and the school