Resolve to Ask for Planned Gifts

Resolve to Ask for Planned Gifts

You don’t have to know the difference between a charitable remainder unitrust (CRUT) and a charitable gift annuity (CGA) to begin asking for “planned” gifts. In fact, you don’t need to know much of anything at all about planned giving to ask your constituents to remember them in their wills or other financial planning instruments so resolve in 2020 to begin asking for planned gifts. Here are the first 4, simple, no-cost steps to take to get started!