With the ‘graying’ of the baby boomer generation, it is estimated that trillions of dollars of wealth will pass from the baby boomer's generation to the next generation. With the passing of these assets, and the tax implications that are part of it, it is critical that these individuals plan their gift giving as soon as possible. For nonprofit organizations to make the most of these potential gifts, they must be properly prepared to receive these gifts and steward their donors in an informed, and respectful way.


Advisers to charities have a troubling concern: as Americans prepare their wills, many seem to develop cold feet when it comes to providing for charitable causes.

Only 8 percent of Americans have named a charity in their wills, according to a survey released in 2007 from Indiana University's Center on Philanthropy. That's in spite of the fact that Americans are a generous lot: Two out of every 3 have given to a charity in recent years, according to the same survey.

Faced with this situation, observers involved in the research quoted above are calling on nonprofits and their supporters to be more proactive. In their view, both the potential givers and the potential benefiting organization are missing an opportunity.

Donors who do take the step of putting a charity in their wills enjoy the fruits of having deepened a relationship with an organization. The donor now has a stake in the organization's health and welfare for the long term, even after they’re no longer around. And, because the process raises the question, "what's most important to me?," donors who take the step inevitably grow in a personal way as a result.

Sage will offer to your organization the technical support to prepare your staff to serve the planned gift prospect. Sage specialized consultants will help you with most concerns related to your planned giving program.

Along with general consulting, Sage offers the following Gift Planning Services:
  • On site program evaluation
  • Gift illustrations and proposals
  • Gift processing and valuation
  • Developing marketing plans to your organization’s donor base
  • Endowment campaign support
  • Board training and presentations
  • Key donor visits
  • Gift annuity state registrations and compliance monitoring
  • Custody and investment placement and evaluation
  • Bequest society evaluation and support
  • Assistance in customizing a newsletter for your audience
  • Arts and Culture Organization