Planning for Wealth Transfer, Part 1

4. Establish volunteer leadership. Will there be a planned-giving committee of the board, and what will its role be? Will it simply provide oversight? Should members have made planned-giving commitment themselves? Should they be responsible for suggesting other planned-giving prospects? Matthews also added that some organizations establish an advisors committee made up of professional accountants, financial planners and lawyers. If you choose to establish this type of committee, be sure to clearly define its role.