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Donor Tools for Planned Giving

Donor Tools for Planned Giving

November 12, 2020

“You want to make a gift in planned giving that will last; that will carry forward into the future; that will share your beliefs and your sense of mission with an organization that you care deeply about.”

Bill McMorran

In this episode of The Beacon Podcast, Jeff Jowdy and Bill McMorran, founder, senior partner and planned giving consultant with Green Oak Consulting, discuss the tools donors can use when making a planned gift. Bill shares:

  • The different mechanisms donors can use to make a planned gift
  • The differences between those mechanisms
  • How these tools benefit both the donor and the nonprofit

About Our Guest

After graduating from Princeton and Princeton Theological Seminary, Bill McMorran spent 10 years in Washington D.C. developing AARP’s national tax and health programs. This included working closely with the IRS and Congress in tax legislation, taxpayer education and volunteer outreach. 

He formed Green Oak Consulting in 1986, to develop planned giving services for small and mid-sized charities with an emphasis on retirement communities. Since then, Green Oak has grown steadily, offering consulting, administrative and investment services to an array of charities across the country.

Bill is a regular speaker at the many national conferences as well as state and local events, focused on planned giving. He is also a faculty member of the Senior Living Institute. He lives in Hollywood, California, with his wife and dogs.