Service Tree

The Service Tree lists all services in "branched" groups, starting with the very general and moving to the very specific. Click on the name of any group name to see the sub-groups available within it. Click on a service code to see its details and the providers who offer that service.

Planned Giving Program Development

Taxonomy Code: TP-2300.2000-660

Programs that help nonprofit organizations and other groups develop a planned giving program that seeks to acquire gifts through wills, bequests and trusts. The program may help the organization evaluate the advisability of developing a planned giving program, understand taxation requirements, develop policies and procedures for administering the program, select the planned-gift instruments to be offered, determine the type of assets to accept, develop a marketing and donor relations plan, and launch the planned giving program.

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