Planned Giving

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.

For both donors and recipients, the donation of stock and other marketable securities can be more advantageous than a cash donation.

Guide explains the components of a successful planned-giving program at a nonprofit organization.

Guide to starting a planned giving program at your nonprofit and cultivating planned giving donors.

Planned giving programs play an important role in charitable fundraising. WeConservePA guide. 2 pages.