WHITE PAPER: It's Harvest Time for Planned Gifts

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It's Harvest Time for Planned Gifts

WHITE PAPER: It's Harvest Time for Planned GiftsThe National Trust for Historic Preservation considers planned gifts, major gifts that are a part of the donor's financial or estate planning, a major part of their annual revenue stream. The impact of these gifts, both to the bottom line and to morale, is crucial to maintaining our programmatic momentum. The revenue from these gifts fills gaps created by downturn in other revenue streams, and each planned gift received is a vote of confidence that the future of preservation is important enough to be a part of a legacy.  

Planned giving can be vital for the future of your organization. However, despite the potential for these gifts, most small nonprofits—including most statewide and local preservation organizations and historic sites—admit that their efforts to secure planned gifts leave much to be desired. Most of the challenges of planned giving are a matter of perception. The reality is that securing planned gifts isn't as hard as you might think. As one executive director lamented, “Everyone tells me planned giving is ‘low hanging fruit' but I haven't found the big orchard.” There is good news. Finding the orchard can be as simple as using a new map.  

The Compass Group and the National Trust for Historic Preservation has had a successful partnership for more than five years. Compass has previously conducted board training and planning studies for the Trust. Currently, we are consulting with the Trust on their Campaign for America's National Treasures. National Treasures are endangered places of national significance, and/or places where the National Trust's on-the-ground success can have positive implications for preservation. Compass is privileged to be a part of the important work the National Trust is doing.  

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