Planned Giving Programs INT1358 - Print

giving conversations. You may have this type of expertise on your board, or often you can bring external partners in by forming a Planned Giving Committee to support your efforts. It is also important to understand that if you focus your conversation on the importance of your mission, the planning aspects can follow. The next step of developing your program is to determine how you will market the plan and recognize the donors that participate. Starting with full commitment from the Board is crucial. Once they are involved, they become the best proponents for gaining support from other donors. It is also important to capture the stories of why donors decide to make a gift, share those stories, and celebrate the success! Finally, you cannot get discouraged. The conversations that you are having today regarding planned giving may not create gifts for years to come. However, it is important to understand that you are planting seeds today that will benefit your organization into the future.

AT COMMERCE TRUST COMPANY, OUR GOAL IS TO WORK WITH OUR NONPROFIT CLIENTS TO MAKE GIVING UNDERSTANDABLE AND AS SIMPLE AND EFFICIENT AS POSSIBLE FOR DONORS. WE BELIEVE THIS CREATES HIGHLY SATISFIED DONORS, WHICH CAN LEAD TO FURTHER GIFTS TO SUPPORT YOUR MISSION.

Commerce recognizes that planned giving is extremely important to our nonprofit clients. In addition to providing donor education support to your board, staff, and donors, we have developed tools that can assist your organization with the administration of planned gifts, many of which require ongoing service.

 Unique Asset Management  Education Regarding Planned Giving Techniques  Comprehensive Investment Management Services

 Charitable Trust Administration  Charitable Gift Annuity Administration  Unitized/Fund Accounting  Marketable Securities Gift Processing

For more information, please contact the Nonprofit Services team at Commerce Trust Company. 1-892-7100 x22883 | commercetrustcompany.com

Commerce Trust Company is a division of Commerce Bank. INT1358

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

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