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Planned Giving


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Planned giving programs play an important role in charitable fundraising.


Planned giving is charitable giving that is deferred to sometime in the future (often at death) and is formally integrated into a person’s overall financial and estate planning. Planned giving methods range from straightforward bequests to more complex mechanisms such as charitable gift annuities, charitable trusts, and pooled income funds; many offer tax or other financial benefits to donors, and are therefore appealing to people who plan to make large gifts.

This guide provides links to resources to help nonprofits understand planned giving and operate successful planned giving programs. See the Planned Giving library topic at the WeConservePA Library for these and other resources.

Understanding Planned Giving

A Complete Guide to Planned Gifts for Nonprofits

What Is Planned Giving?

10 Things You Might Not Know About Planned Giving

Four Common Planned Giving Myths Busted

Planned Giving Fact Sheet

Donation by Will: Options and Issues Regarding Gifts of Cash, Land, and Other Property

Operating a Planned Giving Program

How a Nonprofit Can Start and Market a Planned Giving Program

You Can’t Take it with You: Big Gifts for the Future

How to Launch Planned Giving at Your Nonprofit

10 Steps to Developing a Planned Giving Program

Checklist for Planned Giving: What Tools Do You Really Need?

Establishing a Planned Giving Program

Identifying and Cultivating Donors

The Best Ways to Identify a Planned Giving Prospect for Your Nonprofit

How to Talk with Donors About Planned Gifts

How to Find Planned Giving Prospects: 4 Steps

Finding Your Best Planned Giving Prospects

Prospect Research for Planned Giving: 5 Fundamental Steps

Examples of Land Trust Planned Giving Programs

Many land trusts have planned giving programs. See the websites of the organizations listed below to get a sense of how different organizations structure and market their planned giving programs. 

Deschutes Land Trust

Estes Valley Land Trust (Forever Estes Circle)

French & Pickering Creeks Conservation Trust

Minnesota Land Trust

Natural Lands

North Branch Land Trust

Sonoma Land Trust

The Trust for Public Land