PG Calc Blog

The latest on planned giving from PG Calc.
Read our posts for comments on the latest topics and issues in planned giving. We hope you find our posts timely and interesting, and we hope you'll share your perspective with us!

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Responding to a Bequest Notification

How you respond to a family member’s or advisor’s notice informing you about an estate gift indicates to them the importance your nonprofit attaches to such gifts and their overall management. Respond promptly and provide any requested information. Take advantage of this opportunity to tell advisors of the services your nonprofit can provide to future clients, such as providing sample bequest language and preparing illustrations for life income gifts.