How do you help a donor set up a charitable remainder unitrust? More to the point, how do you accept a CRUT on behalf of your organization? It's a process that's bound to take several weeks to complete, but in truth it's not as complicated as it could be. Read on to find out more.
It's an unfortunate fact that a significant number of charitable donors do not have a current will.
You can do your donors a service by bringing up the possibility of including your organization in their estate plan--simply for the fact that it's a way to remind them of the importance of having an up-to-date document.
What follows is a best-practice scenario—your organization may well have similiar policies and procedures that differ in certain respects.
Educating yourself and acquiring new skills is essential to positioning yourself and your organization for success.
The pages in this section are arranged according to the following topics:
Our industry has made significant progress in the past few years to expand learning opportunities thorugh many sources, including:
Once you're in conversation about CGAs, there are several considerations you need to have in mind as you go forward in your communications.