top of page

NONPROFIT LEARNING GUIDEBOOKS

PLANNED GIVING: STEP-BY-STEP GUIDEBOOK

Planned giving is a charitable gift given to a nonprofit that often requires prior planning and allows individuals to make significant financial gifts to nonprofit organizations. This guidebook reviews the different types of planned gift options that donors may want to use, including bequests, charitable gift annuities, gifts of real estate, and charitable lead trusts. In addition, the guidebook provides an overview of donor segmentation, sample request language, ways to talk about planned giving with donors, and strategies to market a planned giving program.

In this guidebook you will learn...
  • The whys and why nots of planned giving

  • Identify gift vehicles, the "Ideal Planned Giving Donor", and how to discuss planned giving

  • About gift declaration, gift documentation, and sample bequest language

  • Differentiating between revocable and irrevocable gifts

bottom of page