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Inside Internal Controls

News and discussion on implementing risk management

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charitable gift

Planned giving donors should make sure strings are attached

Planned giving has been an issue of interest to the charitable sector for several years. The enthusiasm by which the sector has taken up the discussion has permeated the donor community. As a result donations by will are a common occurrence. But if the donor does not monitor developments with the charity the gift could lapse and frustrate the donor’s intentions to support the organization.

 

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Assessing charities: Cause and outcome

Your Estate Planning process is underway. You know that you want to provide for a charity in your Estate Plan, but you have no particular affiliation with any charity. You do, however, have one criteria… you want to make sure that your dollars end up with a charity that uses it in the most efficient manner, making the best use of your hard earned legacy. How do you decipher which charity gets the most dollars to its end beneficiary? Essentially where do you get the most “bang for your buck”?

 

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