Thou Shalt Not …
The Seven Commandments of Planned Giving can help you build a trust that will benefit both your donors and your organization.
In addition, you need to know your donors’ financial situations before recommending an appropriate charitable gift. For example, you shouldn’t recommend a charitable trust over a bequest if you don’t now about the donor’s assets and whether or not a trust is feasible given her desires coupled with her finances.
- People:
- IRAs
- Johni Hays
- Places:
- Iowa
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