Purpose:
To provide a comprehensive, easy-to-navigate FAQ guide that addresses common questions about planned giving, helps donors understand their options, and encourages informed legacy donations to SayPro.

Platform:
This template should be filled out and published on the SayPro platform (https://saypro.online) as part of the donor education resources.

Template Structure and Content Guidelines

1. Title Page

• Title: SayPro Planned Giving FAQ Guide
• Subtitle: Helping You Make Informed Legacy Gifts
• SayPro Logo and Branding
• Date of Publication / Last Updated
• Contact Information: SayPro Donor Education Specialist (email, phone)

2. Introduction

• Brief explanation of planned giving
• Importance of understanding planned giving options
• How this FAQ guide can help donors
• Encouragement to contact SayPro for personalized advice

3. Table of Contents

• List major FAQ categories with page numbers or clickable links for easy navigation. For example:
  • General Questions about Planned Giving
  • Types of Planned Gifts
  • Tax and Financial Benefits
  • How to Make a Planned Gift
  • Managing and Changing Your Planned Gift
  • Frequently Asked Legal Questions
  • Contact and Support

4. General Questions about Planned Giving

Sample Questions:

• What is planned giving?
• Why should I consider planned giving to SayPro?
• How is planned giving different from regular donations?
• Who can make a planned gift?
• Is there a minimum amount required for a planned gift?

Answer Guidelines:

• Use clear, simple language
• Provide concise yet informative responses
• Include examples where helpful

5. Types of Planned Gifts

Sample Questions:

• What are the most common types of planned gifts?
• What is a bequest, and how do I make one?
• How do charitable remainder trusts work?
• Can I donate life insurance to SayPro?
• What is a gift annuity?

Answer Guidelines:

• Explain each type of gift clearly
• Use bullet points or numbered lists to improve readability
• Mention potential benefits or considerations for each gift type

6. Tax and Financial Benefits

Sample Questions:

• What tax advantages do I get from planned giving?
• Can planned gifts reduce estate taxes?
• How does a charitable gift annuity affect my income?
• Are planned gifts deductible on my income tax?
• Should I consult a financial advisor before making a planned gift?

Answer Guidelines:

• Provide general information only (no specific legal or tax advice)
• Encourage consultation with professional advisors
• Link to SayPro resources or external reputable sources for further reading

7. How to Make a Planned Gift

Sample Questions:

• How do I include SayPro in my will?
• What steps should I take to set up a charitable trust?
• Can I designate SayPro as a beneficiary on my retirement plan?
• How do I notify SayPro of my planned gift?
• Can I change or revoke my planned gift later?

Answer Guidelines:

• Offer clear step-by-step instructions or guidelines
• Include SayPro’s contact details for donor education support
• Emphasize the importance of formalizing the gift with legal documents

8. Managing and Changing Your Planned Gift

Sample Questions:

• Can I update my planned gift after it’s been made?
• What happens if my financial situation changes?
• Who do I contact at SayPro if I want to discuss my gift?
• How is my planned gift acknowledged or recognized by SayPro?
• What privacy protections does SayPro have for planned donors?

Answer Guidelines:

• Reassure donors about flexibility and support
• Highlight SayPro’s commitment to confidentiality and donor respect

9. Frequently Asked Legal Questions

Sample Questions:

• Do I need a lawyer to make a planned gift?
• How do I ensure my planned gift is legally valid?
• Can I make a planned gift if I’m married or divorced?
• What legal documents are involved in planned giving?
• What if I want to leave a gift but also provide for my family?

Answer Guidelines:

• Advise seeking professional legal counsel
• Clarify common legal processes without overstepping SayPro’s role

10. Contact and Support Information

• List SayPro donor education contacts with phone, email, and website links
• Hours of operation for donor support
• Information on scheduling one-on-one consultations
• Links to downloadable resources (e.g., donor guides, sample bequest language)

11. Additional Resources

• Links to SayPro’s planned giving web pages and educational videos
• Recommended books or articles on planned giving
• Trusted external resources (e.g., IRS publications, nonprofit planned giving councils)

12. Document Footer

• Page numbering (e.g., Page 3 of 15)
• SayPro branding and copyright statement
• Confidentiality notice regarding donor information

Design and Formatting Recommendations

• Use SayPro brand colors for headers, highlights, and links
• Clear headings and subheadings with consistent font styles
• Use bullet points and numbered lists for clarity
• Include infographics or icons next to question categories for visual interest
• Hyperlink table of contents entries for easy navigation in digital versions
• Keep language donor-friendly, warm, and inviting

Instructions for Use

1. Download the blank SayPro FAQ Guide Template from the SayPro platform.
2. Customize the FAQ questions and answers based on the latest information and donor inquiries.
3. Add or remove sections as needed to fit evolving donor education priorities.
4. Review for accuracy and compliance with SayPro’s messaging and policies.
5. Upload the finalized FAQ guide to the SayPro platform and distribute via email, sessions, and social media as appropriate.

Summary

This SayPro FAQ Guide Template for Planned Giving provides a comprehensive framework to educate donors effectively and consistently. It supports SayPro’s mission to foster transparency, trust, and informed donor participation in legacy giving programs. By using this structured and donor-friendly format, SayPro ensures all donors receive clear answers to their questions, paving the way for meaningful and confident planned giving decisions.