Planning for Wealth Transfer, Part 1

3. Establish how you'll recognize planned-giving donors. You might want to set up a planned-giving society. But you'll have to establish the qualifications for membership. At what gift level will someone be eligible, etc.? Other ways society members can be recognized are through things like a donor wall, medallions or certificates. You might also include other benefits of membership such as invitations to annual luncheons and receptions, or seminars on estate planning.