CFRE EXAM PREP WITH ALL NEEDED
TO PASS
Uses tfor tPlanned tGifts t- tcorrect tanswers t-operations, tcapital timprovements,
tendowments, tmission tfurthering tprojects
Benefits tof tPlanned tGifts t- tcorrect tanswers t-allows tthe tdonor ta ttax tdeduction,
tminimizes tcapital tgains ttaxes, treduces testate ttaxes, tor tprovides tdonors twith tannual
tincomes.
Other tfacts tabout tplanned tgiving t- tcorrect tanswers t-used tin tthe tfuture, tin tsome tform
tother tthan tcash, tnot tan tannual tgift=not trepeatable, trelatively tlarge tfor tthe
torganization tand tthe tdonor.
Where tdo tplanned tgifts ttypically tcome tfrom? t- tcorrect tanswers t-donor's tassets tand
tnot tcurrent tincome
What tis tthe tprocess tof tsoliciting tplanned tgifts t- tcorrect tanswers t-working twith
tdonors tand ttheir tadvisors tuntil tthe tplanned tgifts tare tdefined, tunderstood tand
TO PASS
Uses tfor tPlanned tGifts t- tcorrect tanswers t-operations, tcapital timprovements,
tendowments, tmission tfurthering tprojects
Benefits tof tPlanned tGifts t- tcorrect tanswers t-allows tthe tdonor ta ttax tdeduction,
tminimizes tcapital tgains ttaxes, treduces testate ttaxes, tor tprovides tdonors twith tannual
tincomes.
Other tfacts tabout tplanned tgiving t- tcorrect tanswers t-used tin tthe tfuture, tin tsome tform
tother tthan tcash, tnot tan tannual tgift=not trepeatable, trelatively tlarge tfor tthe
torganization tand tthe tdonor.
Where tdo tplanned tgifts ttypically tcome tfrom? t- tcorrect tanswers t-donor's tassets tand
tnot tcurrent tincome
What tis tthe tprocess tof tsoliciting tplanned tgifts t- tcorrect tanswers t-working twith
tdonors tand ttheir tadvisors tuntil tthe tplanned tgifts tare tdefined, tunderstood tand
