If you start your Planned Giving fundraising program this year, you won’t believe how much you can achieve by the end of the decade. Here’s your plan for getting there.
Your Decade Plan For Planned Giving
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I’m sorry I didn’t see your question until right now, Beverly.
You can do the policy statement earlier, but it’s really not needed right away. You’ll have only a few gifts and they’ll be revocable bequests. These don’t need a governing policy in year 1. I’m encouraging you to prioritize resources and the first priority is asking for gifts.
As always, great advice! Question: Why start a bequest program in year 1 but write the supporting policies in year 2?