Planned and Legacy Gifts

Overview

Planned and legacy gifts often represent the largest gift of an individual’s lifetime and may be through gifts of appreciated assets such as stocks, bonds, real estate and other non-liquid assets or by will or bequest. An important component of any evolving development program seeking to create a pipeline of support at every level is a robust and sophisticated approach to encouraging planned and legacy gifts.


Raising Sights

S. Sutton & Associates Inc. also will provide direction to enable your organization to effectively engage your supporters in complex gift conversations, raising their sights and increasing the impact they can have on your mission.
S. Sutton & Associates Inc. offers advice and counsel to develop and maintain a program for planned and legacy giving including:

  • Prospect identification
  • Staff structure and processes
  • Direct marketing
  • Gift accounting for complicated asset transfers, including tax requirements and restrictions
  • Recognition and stewardship programs
  • Use of volunteer and expert advisory boards
  • Training for staff and volunteers