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7 RepliesI encountered a very similar situation with a donor who had a "family scholarship" bequest situation like yours. After alerting him to the red flag pageant that such an arrangement could create for both the university and the donor's estate, he finally agreed to an elegant solution:
We negotiated a gift agreement by which a scholarship fund could be es... -
9 RepliesCraig Wruck does a terrific one-day seminar for the Planned Giving Group of New England and other groups.PGGNE has used him for several years in a row with positive feedback from participants. Not sure what his schedule is this year. The cost of the seminar includes a copy of his book, Planned Giving in a Nutshell.
Katherine McKay
Director of Gift P... -
10 RepliesThank you so much, Ed. Very helpful to hear. -
10 RepliesThank you for this thoughtful response, Brighid!
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10 RepliesSharon, I am so grateful for this thoughtful response. Thank you!
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10 RepliesRachel, we invite both groups to most of our benefactor recognition programs. The only exception to that is our annual scholarship lunches, to which we invite the donors of existing scholarship to have lunch with their student recipients. Our general philosophy is that "cross pollenation" is beneficial to both groups: perhaps the members of our plann...
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