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Myths (& Facts) on Planned Giving

10 Planned Giving Myths and Facts

Myth:
Planned gifts compete with major gifts.
Fact:
Most planned giving donors are not prospects for large major gifts.

Myth:
We are not ready for planned giving.
Fact:
If you are a non-profit, you already are in the planned giving business.

Myth:
All planned gifts are deferred.
Fact:
Many planned gifts come in sooner than you think.

Myth:
All planned giving donors are old.
Fact:
Younger donors will determine the future of your organization.

Myth:
All planned giving donors are wealthy.
Fact:
Donors at all financial levels make planned gifts.

Myth:
My prospects are not online.
Fact:
Your website is the first place your prospects will go for information.

Myth:
The real money is in current gifts.
Fact:
Only 5% of this nation’s wealth is in cash… you do the math.

Myth:
Planned gifts are a distraction in campaigns.
Fact:
They provide 30% or more of comprehensive campaign totals.

Myth:
Planned giving is complex, expensive and time-consuming.
Fact:
Planned giving can be as simple as you want it to be.

Planned Giving Pocket Guide Includes Gift Comparison Chart (see layout)
Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

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