Planned giving in the private club environment has historically not been a major source of revenue for clubs. This is beginning to change as a club realizes that some of its members pass away leaving large estates. The club does not receive a bequest even though it is well known that the club was a very significant part of the member’s life. In many cases, this typically happens merely because the member was never encouraged to remember the club in their estate plan.

This second article in Club Director’s Philanthropy in Clubs series provides an overview of the opportunities that exist for clubs that establish a planned giving program along with some practical ideas about how to get started and how to ensure the success of the program.

Download the second article in a series on Philanthropy in Clubs which was originally published in Club Director and co-authored by Kevin F. Reilly, J.D., CPA, CGMA.

Reprinted with permission from the summer 2020 issue of Club Director published by the National Club Association.