Planned Giving

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

2023
Authors: Andrew M. Loza
Donors who want to help a worthy charity but also need to ensure that they have sufficient assests to live comfortably until life's end may choose to make some gifts via their wills. WeConservePA guide. 5 pages.
Last Modified
Mar 14, 2023
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4498 times

Donation of Stock and Other Securities

2018
Authors: Andrew M. Loza
For both donors and recipients, the donation of stock and other marketable securities can be more advantageous than a cash donation.
Last Modified
Oct 10, 2023
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2872 times

Establishing a Planned Giving Program

2003
Guide explains the components of a successful planned-giving program at a nonprofit organization.
Last Modified
May 02, 2019
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2244 times

How to Talk with Donors About Planned Gifts

2009
Guide to starting a planned giving program at your nonprofit and cultivating planned giving donors.
Last Modified
May 02, 2019
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2252 times

LTA Fact Sheet: Planned Giving

Organizations/Sources: Land Trust Alliance
This document is one of a series of fact sheets and reference materials produced by the Land Trust Alliance. Please contact us for additional information or to order materials.
Last Modified
May 02, 2019
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4792 times

Planned Giving

2023
Planned giving programs play an important role in charitable fundraising. WeConservePA guide. 2 pages.
Last Modified
Nov 08, 2023
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2066 times