Teaching others about planned giving

Emily Sulzle | Assistant Director of Gift Planning

Focusing on future (or planned) gifts to your fund is a powerful way to capture a portion of your community’s Transfer of Wealth. NCF wants to partner with your fund to educate, motivate, and ask your friends and neighbors to dedicate a portion of their wealth to your endowment. We’ve developed a How-To Manual on planned giving education events to help your fund develop a face-to-face marketing strategy to share the opportunity to make a future gift with your community.

If your fund is ready to pursue planned giving, watch the video above, read the How-To Manual, fill out the linked worksheet, and then contact us to get started!