The planned giving conversation often revolves around shifting the donor’s thinking from cash to assets. When you are asking for cash, you are asking small; when you are asking for assets, you are asking big.
Blending planned gifts with outright gifts is an essential part of turning the gift discussion to assets. The Qualified Charitable Distribution (QCD), known to many fundraisers as the charitable IRA rollover, is not a planned gift vehicle per se. Nonetheless, thoughtful gift planning using the QCD can put a valuable asset on the table that may not have been considered by a donor making current gift.