Director of Planned Giving shares tips on how to launch a planned giving program

July 3, 2017
Forty-two participants sat still, intently listening to the one thing everyone wanted to know – how to start a planned giving program.

David Davenport, CFRE, and director of Planned Giving at the San Antonio Area Foundation, shared tips and best practices on how to start-up or relaunch a well-rounded program. The workshop, So You Want to Start a Planned Giving Program, was held June 27 at the Area Foundation.

Topics included how to properly integrate a donor’s personal goals, financial goals, estate planning goals and charitable goals into a plan; the explanation of cash vs. wealth; important items to remember when creating planned giving vehicles; and important things to remember when setting up a planned giving governing board. 

The workshop ended with an in-depth explanation on various planned giving instruments including bequests, charitable gift annuities, lead/remainder trusts and others.

To find out more about starting a planned giving program at your nonprofit, or to set up a bequest, charitable gift or other planned giving opportunity, contact Davenport at 210.225.2243 or email ddavenport@saafdn.org.

303 Pearl Parkway, Suite 114
San Antonio, TX 78215

The San Antonio Area Foundation helps donors achieve their charitable goals for the greater benefit of the community.

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