Resource Center

 In the context of a tax-advantaged diversifier, clients are told that instead of selling that highly appreciated, often low-yielding asset outright and incurring significant capital gains, they can transfer it to a CRT, where the trustee would sell it and reinvest the proceeds in a diversified portfolio. The CRT will pay out an income stream for the client’s life or a certain number of years. Thereafter, whatever remains in the CRT passes to charity. 

Many organizations, particularly small to medium-sized nonprofits, have the potential to raise as much or even more money through planned giving as through major giving. The absence of a planned giving program — or perhaps more importantly, a comprehensive ultimate giving operation — places extraordinary emphasis on current cash support to the detriment of deferred money. Only the right marketing strategy can promote the growth of planned giving and facilitate an integrated ultimate giving effort, allowing your organization to be truly donor-centric while you boost fundraising results.