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Planned Gifts: A Quick Guide To Help Nonprofits Raise More

The Fundraising Coach

Life insurance: Donors can name a nonprofit as the beneficiary of a life insurance policy. This can be a building, a bench, a garden, or even something intangible like a fellowship or mentoring program. Track how many donors have formally offered a planned gift, usually through a signed letter of intent or a copy of a will.

CRM 52