Nov 2017 AFR: 2.4%
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Building Endowment with Blended Gifts

Are you looking for new ways to build your organization's endowment?  One strategy you might not have thought of before is a blended gift that consists of an endowed gift plus a charitable bequest.

Your donors may be familiar with the concept of endowment giving.  When a gift is made to a charity's endowment, it is invested and the annual earnings are used to help further your work.  When you ask your donors who already give to the endowment to add a charitable bequest, this powerful combination can really increase the impact of their giving.

While the endowed gift allows your donors the personal satisfaction of seeing the impact of their philanthropy today, a bequest can help them leave a lasting legacy that continues their giving into the future.  With a bequest, the donor can designate that their gift goes to help further your endowment or another program that meets their goals.

To view an illustration of what an endowed gift and charitable bequest plan might look like for your donors, contact Crescendo and request a free Crescendo Pro software trial.

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About Kristen Schultz Jaarda, JD, LLM

Kristen Schultz Jaarda

Kristen Schultz Jaarda is Executive Vice President of Crescendo Interactive, Inc. She specializes in charitable tax planning and online marketing for planned gifts. She is responsible for client education and leads Crescendo's marketing services and support team. She is a nationally recognized speaker, conducts seminars nationwide and is a principal faculty member of GiftCollege.

Kristen serves as a board member for the American Council on Gift Annuities (ACGA) and as a member of the ACGA Rates and State Regulations Committees, Editorial Advisory Board member for Planned Giving Today, Committee Member for the ABA Charitable Planning and Organization's Group, past Legislative Chair and a board member for the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA), a member of the Ventura County Planned Giving Council and a committee member and volunteer for several California charities. She writes weekly for CrescendoTweet and her planned giving blog.

Previously, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C. and was Oversight Counsel to the U.S. House Committee on the Judiciary. Prior to that, she worked in a public affairs law practice. Kristen graduated from UCLA School of Law where she was Law Review Editor. She completed her Tax LL.M. with honors at Loyola School of Law. Kristen is a member of the California State Bar, D.C. Bar and the Maryland State Bar.


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