CFRE Exam Prep
Uses for Planned Gifts - Answer -operations, capital improvements, endowments, mission furthering
projects
Benefits of Planned Gifts - Answer -allows the donor a tax deduction, minimizes capital gains taxes,
reduces estate taxes, or provides donors with annual incomes.
Other facts about planned giving - Answer -used in the future, in some form other than cash, not an
annual gift=not repeatable, relatively large for the organization and the donor.
Where do planned gifts typically come from? - Answer -donor's assets and not current income
What is the process of soliciting planned gifts - Answer -working with donors and their advisors until the
planned gifts are defined, understood and realized. Donors and their financial advisors, the organization
planned giving staff member.
Acquiring New Donors - Answer -Identify loyal donors who have been giving for a long time or make
small, recurring gifts. Reach out to them through writing articles in organization's newsletter (gift
planning subjects I.e. writing a will. Also you can send letters with information about estate planning to
targeted donors.
Easiest form form of planned giving - Answer -Bequests and Wills
Uses for Planned Gifts - Answer -operations, capital improvements, endowments, mission furthering
projects
Benefits of Planned Gifts - Answer -allows the donor a tax deduction, minimizes capital gains taxes,
reduces estate taxes, or provides donors with annual incomes.
Other facts about planned giving - Answer -used in the future, in some form other than cash, not an
annual gift=not repeatable, relatively large for the organization and the donor.
Where do planned gifts typically come from? - Answer -donor's assets and not current income
What is the process of soliciting planned gifts - Answer -working with donors and their advisors until the
planned gifts are defined, understood and realized. Donors and their financial advisors, the organization
planned giving staff member.
Acquiring New Donors - Answer -Identify loyal donors who have been giving for a long time or make
small, recurring gifts. Reach out to them through writing articles in organization's newsletter (gift
planning subjects I.e. writing a will. Also you can send letters with information about estate planning to
targeted donors.
Easiest form form of planned giving - Answer -Bequests and Wills
