- October 22, 2018
- Posted by: The Partners
- Category: Philanthropy Counts
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.