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.
A Complete Guide to Planned Gifts for Nonprofits
10 Things You Might Not Know About Planned Giving
Four Common Planned Giving Myths Busted
Donation by Will: Options and Issues Regarding Gifts of Cash, Land, and Other Property
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
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
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)
