Planned Giving Essential Documents

What would you do if someone gave your organization a submarine? If your first response to this question isn't, "Our Gift Policy Says..." then this roundtable will be essential for you. While the focus of this document is on Planned Giving, it also has huge implications for your annual fund and capital campaign giving. In addition, if someone wants to continue their annual gift into perpetuity after they die, do you have a vehicle for making that possible? Endowments often get a bad rap, but that is because they aren't managed using best practices. In this roundtable, we will also highlight why you need Endowment By-Laws and what should be included.