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What are some other important tips about making a charitable planned gift?

April 26, 2017charitable gift planned tips

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What are some other important tips about making a charitable planned gift?

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• Find an attorney and/or financial advisor who will best represent you and your commitment to planned giving. • Talk to a variety of specialists, including your attorney, financial advisor, and development professional at your favorite charitable organizations. Learn as much as you can about various planned giving options and the kinds of gifts that make the most sense for you and your favorite organizations. • Encourage dialogue between your favorite organizations and your attorney and/or financial advisor to ensure that your intentions are understood and put into action.