PA R T I C I PAT I O N
What it is: e percentage of parents who give a gift of any size to a school. All schools
aim for 100% participation in the annual fund.
Why it's so important: High participation is a huge vote of confidence, an important sign
that virtually all parents invest in their children's welfare and support the School's mission.
is percentage can also have an impact on gifts from outside sources; most foundations
consider parent participation rates before donating funds to a school.
P L A N N E D G I V I N G
What it is: A gift vehicle—often a bequest, trust, or gift of real or personal property—
that helps both the donor and the School. e donor reduces taxes, increases income,
or satisfies another personal financial need. e School receives a significant outright or
deferred gift.
e ideal planned gift donors: ose who believe in giving back for the benefit of future
generations; want to link a family name with the School in perpetuity; would like to
commit to a bigger gift by combining an outright donation with deferred support; or will
be able to make a larger gift at death than during their lifetimes.
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