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.
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.
Estes Valley Land Trust (Forever Estes Circle)