The Charitable Giving Wheel is designed to support people who are not experts in charitable and planned giving, but would like to promote the use of those vehicles.

Inexpensive, easy and fun to use!
Base your training and conversations on the donor’s need-fulfillment. The slide wheel serves two functions. One side of the wheel identifies appropriate charitable vehicles for a donor, based on those benefits of interest to the donor. The vehicles are categorized in such a way that when a donor is interested in a particular feature, you will know which vehicles to consider. The other side of the wheel provides information about those appropriate vehicles.

Intended Results
Using the Charitable Giving Wheel can immediately make you more knowledgeable about charitable giving. The reported uses for the wheel alone include:

• More effective training of Board Members, Development Staff and Professional Advisors.
• Reminder or refresher leave behind for branch offices and select donors.

• Simple Bequest
• Charitable Gift Annuity
• Pooled Income Fund
• Charitable Remainder Trust
• Donor Advised Fund
• Retirement Accounts
• Life Insurance Benefits
• Gift of Appreciated Stock
• Gift of Real Estate

• Advantages and Disadvantages to Donor
• Advantages and Disadvantages to Non-Profit Organization
• Estate/Gift Tax Savings
• Income Tax Savings
• Income for Donor
• Expense to Donor
• Change Non-Profit Organization Beneficiary