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Do you have a plan?

September 28, 2015


It may seem a bid eerie to discuss planned giving during the month of Halloween, but in the spirit of organizational transformation, a well cultivated donor could make an estate gift that can turn your pumpkin into a palace!

We’ve all heard the story of the sweet alumnae who gave $25 a year to her alma mater and then surprised the school with a $2 trillion game-changing estate gift.

While that may be an exaggeration (or even a pipe dream), planned gifts do provide a wonderful avenue for our donors to support our missions, often with a more substantial gift that they could make in any given year.  

If you don’t fully understand the process, how can you know which work best for your organization and for your donors?

I remember being at a conference many years ago and one of the speakers was discussing the importance of having a planned giving program. He said that if you didn’t have one in place, the best time to start is today.

Well, today you can mark your calendar for our October 8th meeting where we’ll have a great panel of guests discussing planned giving options to help us better understand how these gifts can work for our donors and our organizations.


See you in October,




Vann Pearsall resized

 Vann Pearsall

President, Cape Fear Region Chapter AFP


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