Model Planned Giving Policies and Procedures

Creating and reviewing policies and procedures for planned gift fundraising is easier when you start with these models from CGP.

Model Long Term Gift Agreement
An essential starting point to communicate donor intent over many years.

Model Gift Acceptance Policy
Make sure fundraising activities are consistent with organizational values and objectives, and avoid misunderstandings, negative publicity or litigation arising from the acceptance of problem gifts.

Model Bequest Language
Help your donors and clients direct their gifts to the organizations they love.

Model Letter of Intent
Give donors the option to make a nonbinding notification of their gift.

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