GiftNavigator

Executing planned gifts can be complicated but talking about them should be simple. Too often fruitful development conversations are stalled by the notion that you need to be an expert in order to talk about planned gifts. The GIFT NAVIGATOR application for iPad is the first of its kind, providing frontline development professionals a tool to engage donor prospects in more in-depth conversations about how they can utilize all ways of giving to fund social change.

FEATURES
--Addresses frequent capacity obstacles posed by donors and provides planned giving solutions for each question
--Gift vehicles are explained through helpful diagrams
--Provides information on how each type of gift transaction works
--Includes pros and cons for different types of gifts
--Outlines what types of assets are ideal for each planned gift
--Notes section gives development officers the ability to track donor conversations and then conveniently share those notes via email
--Tutorial walks you through how to use the Gift Navigator app

MAKES TALKING ABOUT PLANNED GIFTS EASY! SIMPLIFIES…
--Bargain Sales
--Beneficiary Designations
--Bequests/Gifts from Will or Trust
--Charitable Gift Annuities
--Charitable Lead Trusts
--Charitable Remainder Trusts
--Retained Life Estates
--Unique Assets
--Life Income Gifts

GREAT FOR…
--Frontline Development Officers
--Planned Giving Officers
--Financial Money Managers
--Trusts and Estates Lawyers
--Accountants