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Finance Coffee Talk: Legacy / Planned Giving (Part 1)

Use this group discussion between community foundation finance peers around Legacy / Planned Giving to leverage your industry network and learn how others have responded to topics such as:

  • What is the definition of Legacy/ Planned Giving in your organization?
  • Which planned gifts are accepted by your organization and which aren’t? Why?

For example:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Charitable Gift Annuities
  • Bequests via Wills and Living Trusts
  • Individual Retirement Accounts (Qualified Charitable Distribution & Charity is Beneficiary)

How does your community foundation become part of the conversation? Perhaps through people or events like:

  • Financial Advisors
  • Lawyers
  • Donor Events
  • One on One conversations

This community forum brought professionals from across the sector together to share experiences and best practices.

Check out the second installment of this 2-part series from the Donor Relations and Donor Engagement perspective here.

About the Author

Crystal Macmillan

Crystal Macmillan received her Master in Accounting from the University of Missouri – Kansas City and maintains her CPA license in Missouri. Crystal has been an adjunct instructor at UMKC, teaching systems and governmental accounting courses. Before joining Foundant, she spent over six years with the Greater Kansas City Community Foundation as part of the Foundation Services Team providing back-office accounting services to community foundations across the country. Outside of work, Crystal and her husband chase after two little guys who enjoy Legos, dinosaurs, and apple pie. In her remaining time, she enjoys quilting – her favorite quilt so far is her mother’s flannel quilt.

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