Planned Gift Tax Rationale for Fundraising


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Published July 24, 2013

Planned Gift Tax Rationale


We always knew this. Well . . . we were pretty sure of it.

At my Seminars and with my clients, I tell them that the tax incentive is not the primary reason that motivates men and women to make a planned gift.

A study just completed last year shows that 82% of the planned givers and those who made bequests say they give because they have a natural affinity for the organization and its mission.

It is the relationship with the organization that counts. That is the reason they consider a planned gift and a bequest.

When you talk to someone about a planned gift or leaving your organization in their will, eschew the tax rationale. Instead, hammer away at how important this will be for those you serve. In perpetuity.