What is Gift Planning?
In recent years, several factors have raised the profile of the fundraising profession. Economic shifts, an aging boomer population, government oversight, an increased need for charities and a rising interest in charitable causes have placed a spotlight on the profession. To respond both to donors and the needs of society, fundraising operations have become more sophisticated. For example, older terms such as “advancement,” which made sense to internal administrators have been replaced by terms such as “gift planning,” intended to explain the function to external constituents.
A gift planning office takes a constituent-centered approach to working with volunteers and donors. The Clarkson office creates a new relationship level with alumni, parents and friends to help them define and expand their lifelong philanthropy, especially as it relates to higher education and Clarkson, with the knowledge that we can all make a difference by having a philanthropic plan. Clarkson's gift planning advisors, working through the Annie Clarkson Society, must have a broad range of skills to help donors maximize the benefits of their gifts and their plans, both for themselves and for Clarkson.
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This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift. (rev. 3/2015)
BNY Mellon Wealth Management
Donor's Bill of Rights
Gift Annuity Rates
Reunion Counting Guidelines
Sample Bequest Language
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