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Legacy & Planned Gifts

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Institutions Form Legacy Societies for Planned Gifts
Article,  BriefCASE Article Higher education institutions are establishing institution-wide legacy societies exclusive to those who make planned gifts to the institutions, according to a recent white paper release by the Indiana University Lilly Family School of Philanthropy.

Regular Giving Conference 2018
Conference The CASE Europe Regular Giving Conference two-day combines sessions for beginner, intermediate and seasoned direct marketing and fundraising professionals. The Conference is aimed at fundraising practitioners in higher education, schools and other sectors. Read more about the event

Planned Giving
Good Question Do you have resources on planned giving and legacy giving trends and best practices?

Planned Giving Samples
Sample Collection The Library maintains this collection of planned giving brochures, newsletters and websites for all CASE members.

Investments in Planned Giving Prove Worth
Article,  Community College News Article Advancement leaders at community colleges recently honored by CASE credit large bequests with their institution's fundraising success—and encourage others to focus more on planned giving.

Are You Leaving Money on the Table?
CURRENTS Article Frontline fundraisers tend to work in silos, and we leave a lot of gift money on the table. Let's banish planned giving from our vocabulary and embrace gift planning.

Outlook: Do Your Funds Need a Checkup?
CURRENTS Article Compliance checkups expose problematic spending restrictions, educate new employees on fund limitations, and ensure that fund usage reflects donor intent. They're a way to assess the fitness of funds—particularly your oldest restricted income accounts, endowed funds, and pending planned gift assets—that are key to the institution's long-term financial health.

The Campaign Counting Conundrum
CURRENTS Article Today many institutions routinely tally bequest pledges along with cash gifts when reporting campaign totals. But much can happen between bequest intention and realization. That's why thoughtful strategies to retain bequest donors over extended periods are increasingly important.

Modern Family
CURRENTS Article Institutions can do more to make legacy gifts happen—through planned giving campaigns, innovative marketing, and estate planning education programs and by incorporating the planned giving ask into routine visits with major gift prospects.

The First Ethical Standards for Gift Planners: A Fledgling National Association Earns its Wings
Ronald A. Brown
Report This paper, released in August 2013, details the history of the National Committee on Planned Giving, known since 2009 as the Partnership for Philanthropic Planning, and the development of the Model Standards of Practice for the Charitable Gift Planner. The author offers insight into a period of intense debate over the nature of gift planning.

Role of Planned Giving Grows in Today’s Economy
Article,  BriefCASE Article The importance of planned giving in educational advancement has grown significantly since the so-called “Great Recession,” said a trio of expert practitioners at a recent CASE conference.

Stewarding the Ultimate Gift
CURRENTS Article Medical schools hold memorial services to honor donations to anatomy programs.

Establishing a Planned Giving Program
Dean Regenovich for the School of Philanthropy at Indiana University
Article This article, pre-course reading for the School of Philanthropy at Indiana University, discusses factors that contribute to institutional readiness for a planned giving program, gift options, marketing the program, and prospect identification.

Bizarre Bequests and Strange Scholarships
CURRENTS Article The National Scholarship Research Service gathers data annually on some 250,000 scholarships. This story is about the 1 percent of those that are quite unusual, even silly.

Keys to a Fruitful Future
CURRENTS Article Planned giving experts discuss the strategies and vehicles that can be particularly successful during a recession.

Down Economy is Prime Time for Planned Giving Strategies
Article,  BriefCASE Article If there has ever been a time that challenged educational fundraisers, this is it—thanks in large part to the recent volatility in the financial sector.

Principal, Major, and Special Giving Programs: Berry College - Silver Medal
Best Practice Berry College set a campaign goal to add 172 new members to the Berry Heritage Society, a recognition society for those who make planned gift provisions in their will. As Berry entered the campaign's final year (FY 2005-06), 42 new members were needed to reach the goal. An initiative to overhaul the entire planned giving program was launched. The "Leave a Legacy" initiative resulted in comprehensive program improvements and 45 new Heritage Society members.

Advance Work: A Will to Give
CURRENTS Article If older alumni and donors are your bequest prospects, you might want to lower your age range, according to a recent report on the topic.

Motive Operandi
CURRENTS Article Author Cindy Sterling conducted research concerning gender differences in planned giving at small liberal arts colleges in the Northeast. Among other things, Sterling quantifies the amounts and types of planned gifts women and men make, explains why women made their giving choices, and suggests strategies planned giving officers can use to strengthen their solicitation efforts. A sidebar identifies key planned giving terms with which all development officers should be familiar.

AdvanceWork: Managed Philanthropy
CURRENTS Article Last fall the U.S. Internal Revenue Service approved a new planned giving vehicle that allows donors to manage how their gifts are invested for up to 10 years. Developed by Winklevoss Consultants, the Donor Managed Investment Account program will likely appeal to donors seeking flexibility, accountability, and control in their giving.

AdvanceWork: A Nurturing Nature
CURRENTS Article Women are inclined to take care of those they love--a reality Lynne Marie Kohm says planned giving officers should bear in mind as they cultivate female planned giving prospects. Kohm, a law professor at Regent University, is author of the recently published planned giving primer, “Estate Planning Success for Women.”

Give and Let Give
CURRENTS Article Charitable gift annuities are a great tool for shepherding planned gifts to an institution, but unfortunately, few people fully understand how they work. The author, a director of gift and estate planning with 19 years of banking experience, explains the basic structure of a charitable gift annuity, predicts the future giving habits of CGA donors, and offers guidelines for marketing the CGA option to prospects.

AdvanceWork: Planned Giving Gets a Boost
CURRENTS Article A new alliance of American, Canadian, and European planned giving organizations is providing support to fund raisers around the world as they seek to launch new planned giving groups or improve cultural understanding and government support of charitable giving.

Seeing the Light
CURRENTS Article An informal online survey of more than 30 development veterans offers strategies for building and sustaining support despite a recession, problems with the stock market and state and federal budgets, and military actions. Advice includes continuing to conduct asks of leadership prospects, emphasizing the value of the institution’s mission, focusing on the most resonant priorities, and promoting creative forms of giving. This article is of interest to campaign and major gift fund raisers.

AdvanceWork: The Power of Planned Giving
CURRENTS Article Debunk these five common misconceptions to gear up this valuable area of development

The Estate Tax Enigma
CURRENTS Article New tax legislation of 2001 is likely to discourage giving by increasing its real costs. This article outlines the relevant changes in income taxes, estate taxes, generation-skipping taxes, and gift taxes, along with the likely consequences of these changes on specific types of planned gifts.

So Much Better?
CURRENTS Article The supporting organization -- an entity that supports other public charities through grantmaking or other activities -- has emerged as a hot trend in planned giving and a popular alternative to outright gifts, private foundations, and donor-advised funds. The article summarizes the types of SOs and their various legal restrictions. For the donor, an SO offers such advantages as greater tax deductibility, opportunities for family involvement, increased asset control, fewer regulations compared with private foundation management, and close ties to the donor's personal philanthropic goals and family name. Campuses can realize such benefits as larger gifts, irrevocability, closer links with donors and their families, and a relatively small degree of competition.

Shades of Gray
CURRENTS Article Criticism from the media, the IRS, and the courts regarding planned gifts can lead to increased regulation, often to the detriment of nonprofits. Three gift-planning veterans -- Charles Collier, Pamela Davidson, and Doug White -- discuss current planned-giving issues such as charitable intent, donor control of gifts, going too far to get gifts, incentive pay for planned giving officers, and the relationship between planned giving officers and allied professionals.

A Big Plan for Small-Office Planned Giving
CURRENTS Article Coppes, a consultant who specializes in independent school planned-giving programs, offers advice for small development offices getting started in planned giving. Important steps include: 1) Articulate how major gifts fit into your institution's mission and vision. 2) Create a budget. 3) Get CEO commitment and board approval. 4) Hire a planned-giving adviser. 5) Identify potential givers and recruit a leadership team. 6) Adopt planned-giving policies and guidelines. 7) Coordinate plans with the business office. 8) Create a planned-giving society. 9) Create a marketing plan, newsletter, and other support materials. 10) Work planned giving into your major gift cultivation process. 11) Make personal visits. 12) Ask for gifts, but don't push. 13) Create a stewardship plan. 14) Organize, delegate, and follow up.

Eternal Gratitude
CURRENTS Article Effective planned-gift recognition and stewardship can prevent donors from changing revocable gifts and help cultivate future planned and outright gifts. An initial problem is identifying planned-gift donors, who sometimes do not wish to make their plans known. Once you do identify them, you can thank them with personal visits, letters, or phone calls; by maintaining personal contact; by developing a planned-gift recognition society; by offering token thank-you gifts; by conducting special events for planned-gift donors; and by naming them in publications. For donors of life-income gifts, mail checks with a personal cover letter and conduct periodic "customer satisfaction" surveys. Endowment givers should receive annual letters from the beneficiaries of their gifts and be invited to annual endowment appreciation events.

Sample Collection

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