ERIC Number: ED466571
Record Type: Non-Journal
Publication Date: 2002
Reference Count: N/A
Planned Giving for Catholic Schools.
Bourbeau, Mary Ann
Good development officers in elementary and high schools need to be aware of planned giving and knowledgeable about a variety of gift categories. Most school-development directors are not experts in this complex field. Yet, when a school decides to initiate a planned-giving program, the director of development must make a serious commitment to dedicating a significant amount of time and energy to get the new program up and running. This booklet describes the entire process for establishing a successful planned-giving program using a step-by-step approach. It first defines planned giving, looks at why donors like it, and describes planned-giving donors. It then examines the various types of planned gifts, including bequests, charitable gift annuities, pooled-income funds, trusts, and life insurance. Real estate, personal property, and retirement plans are also discussed. Results are rarely immediate, but planned gifts are well worth the wait. Over time, they will have a very significant and positive impact on the future of the school. (RT)
Descriptors: Catholic Schools, Donors, Educational Finance, Elementary Secondary Education, Fund Raising, Private School Aid, School Funds, School Support
National Catholic Educational Association, 1077 30th Street NW, Suite 100, Washington, DC 20007-3852 (Item no. DEV-21-1263: $6 NCEA members; $8 nonmembers). Tel: 202-337-6232; Fax: 202-333-6706; Web site: http://www.ncea.org.
Publication Type: Reports - Descriptive
Education Level: N/A
Authoring Institution: National Catholic Educational Association, Washington, DC.