GiftWizard™ Research
Planned Giving Research Research at your fingertips within seconds. Find research on any planned gift technique by any combination of asset type and charitable vehicle. If you encounter a new gift concept, chances are you’ll find a checklist for closing this gift from inception to realization.
Prompt Starters
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"Could you describe the type of asset being donated? Is it a 'long' or 'short' term gain property, tangible, intangible, or real?" "Could you provide a bit more detail about this particular asset?"
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"Does the charity intend to use the asset directly, or is their plan to sell the asset immediately?"
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"What is the preferred method or gift vehicle for this donation? This could be a charitable remainder trust, donor advised fund, gift annuity, outright donation, charitable lead trust, etc."
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"What concerns, if any, do you think the donor or your client might have about making a significant charitable gift or setting up a charitable strategy?"
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"What kind of output are you looking for from this process? Would you prefer a technical analysis of the strategy, a summary for your client or donor, or a checklist of items to complete this gift?"
