Planning for Wealth Transfer, Part 1

5. Determine how you'll handle financial accounts and investment policies. Come up with endowment fund investment policies and a spending plan. Will trust/annuity accounts be self-managed, or will you outsource their management?

6. Discuss what staffing and systems you'll need. What software will you need? How will planned giving be staffed? Do you need to hire a planned-giving specialist? What level of training will need to be provided to staff? Matthews said two good planned-giving software tools are Crescendo Interactive and PG Calc. Crescendo, he said, is geared more toward serving the donor, while PG Calc is designed more for the gift planner.