Building a Stronger Future for Nonprofits through Planned Giving Education

June 2024 - Published in: 2023 Annual Report - Planned giving has a reputation for being complicated, involving gifts that need a background in law or the tax code to understand. Yet planned gifts can be critical to a nonprofit organization’s financial health and longterm success. Recognizing that importance, MSCF partnered with the Charitable Gift Planners of Connecticut to present "Finding a Path to Planned Gifts" to local nonprofits.

Twenty individuals representing over a dozen organizations attended the workshop. They heard from Jennifer Keyo of Westminster School and Alex Devivo of the University of Hartford who demystified the basics of planned giving and outlined multiple ways any nonprofit can get into the business of planned gifts. Organizations left with sample bequest language, sample planned giving notification response letters and strategic questions to begin planned giving conversations.

MSCF continually works to encourage and provide education and training on topics that will help sustain local nonprofits so that they can continue the good work they do. Planned giving is certainly one of those.