Planned Giving Proposal Strategist
Craft personalized planned giving proposals matched to donor capacity and intent
What You Can Do
You can generate data-driven, personalized planned giving proposals that match donor intent, financial capacity, and tax circumstances to appropriate charitable vehicles like bequests, trusts, and gift annuities. This skill transforms donor conversations from transactional asks into strategic legacy partnerships by combining prospect intelligence, gift structure analysis, and compelling stewardship narratives tailored to each donor's unique situation and values.
Features
evaluate financial situation, asset composition, and giving potential to recommend appropriate gift levels and structures
align donor intent with specific planned giving options (bequests, charitable remainder trusts, charitable gift annuities, pooled income funds) based on tax situation and goals
identify deduction opportunities, income tax benefits, and estate planning advantages specific to each giving structure
create customized proposals for couples or families with different financial perspectives, risk tolerances, or legacy priorities
craft compelling case statements and stewardship language that connect donor values to organizational mission impact
structure proposals with proper legal language and documentation requirements for planned gift commitments
scan existing donor relationships to surface planned giving readiness and wealth-building potential
Example Output
Example 1: Bequest Strategy Proposal
Donor Profile: Jane (age 68), $2.5M liquid assets, no children, long-time supporter
Recommendation: Testamentary bequest of $500K-$1M to create named endowed fund. Tax benefit: removes assets from taxable estate, reduces federal estate tax by ~40%. Proposal includes: case statement tied to her passion for scholarship programs, legacy naming opportunities, sample bequest language for her attorney, stewardship timeline post-gift.
Example 2: Charitable Remainder Trust Proposal
Donor Profile: Robert & Patricia (ages 72/70), $4M in appreciated real estate and stocks, $120K annual income need, concerned about capital gains tax
Recommendation: Establish CRT generating 5% annual income ($200K year one), defer capital gains tax on appreciated assets ($1.8M), claim $850K charitable deduction this year. Proposal includes: side-by-side comparison of CRT vs. direct sale, illustration of tax savings, trustee options, remainder gift estimate to organization, timeline for implementation with their tax advisor.
What's Included
- SKILL.md instruction file: complete framework for conducting donor capacity analysis and matching giving vehicles
- Donor Assessment Template: structured worksheet capturing financial situation, asset composition, legacy intent, and readiness indicators
- Planned Giving Vehicle Comparison Matrix: side-by-side analysis of bequests, CRTs, CGAs, pooled income funds with tax and income features
- Proposal Narrative Framework: case statement and stewardship language templates customizable by donor motivation and organizational program
- Compliance Checklist: legal documentation requirements, gift agreement components, and IRS-compliance language for planned gift commitments
Who It's For
- Planned Giving Officers — development professionals specializing in legacy gifts and endowment growth
- Major Gift Officers — fundraisers working with high-net-worth donors on multi-generational commitment strategies
- Development Directors — nonprofit leaders managing prospect pipeline and gift strategy conversations
- Planned Giving Consultants — external advisors helping organizations develop planned giving programs and donor propositions
- Estate Planning Coordinators — nonprofit staff managing legal documentation and compliance for charitable gift commitments
Best For
- Creating customized planned giving proposals for identified prospects with significant assets and legacy intent
- Analyzing complex donor financial situations to match optimal charitable giving vehicles
- Preparing substantive donor conversation materials with tax optimization talking points
- Documenting planned gift commitments with proper legal and compliance language
- Identifying planned giving opportunities within existing donor portfolios and scanning for legacy readiness
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