Planned Giving

Encourages an institution’s donors to make their gifts at the lowest net cost to themselves.  Ruotolo Associates offers experience in this area, often integrating the planned giving process into all fund raising activities, i.e., annual and capital.

The planned giving program may be established to have a lasting impact on the institution.  The types of gifts to be promoted will include:

  • Charitable bequestsPlanned giving 4
  • Gift annuities
  • Life insurance
  • Charitable remainder trusts, including a pooled life-income fund
  • Charitable lead trusts
  • Real property

In order to promote and explain these gifting techniques, Ruotolo Associates can host educational seminars for major donors.