Being thoughtful and strategic in building a planned giving program alleviates concern and establishes an appropriate structure that aligns with your organization’s purpose.
SunTrust Foundations and Endowments Specialty Practice, provides things to consider before deciding on which option is best for formalizing philanthropy.
Learn pros and cons for formalizing charitable giving from Meghan Pietrantonio of SunTrust Bank’s Foundations and Endowments Specialty Practice.
Because each individual nonprofit has a unique mission and goals, the provisions of their gift acceptance policies also need to be distinct. Once you establish your policy, periodically review it to ensure it remains aligned with your mission, risk profile
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