Planned Giving is a powerful strategy that offers nonprofit organizations a unique opportunity to secure long-term financial support and ensure the sustainability of their charitable works. Planned Giving refers to the process of making charitable gifts through wills, trusts, bequests, life insurance policies, and other similar arrangements.

Find below our articles about Planned Giving best practices.

Checklist for Planned Giving: What Tools Do You Really Need?

Planned giving has gotten a bit of a bad rap. You might think, for instance, that those big planned gifts are out of reach for all but the biggest nonprofits. Fortunately, however, you’d be wrong. The fact is that a smaller organization…

5 Easy Tips for Better Planned Giving Marketing

Here's some good news! Planned gift marketing does not always have to be difficult. Here are some simple, no-cost adjustments that will dramatically enhance your planned gift marketing efforts and generate more support for your organization. If…

Is Your Nonprofit’s Legacy Society Dreary . . . or Dynamic?

Do you have a planned giving "Legacy Society?" Most organizations have a gift club or society for keeping contact with those very special planned giving donors. In April, be sure to join our Planned Giving Intensive to help you establish…

The Best Way to Raise Endowment Funds – Via Planned Giving and a Capital Campaign

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One question we hear a lot is: "What's the best way to raise endowment funds?" Especially if you are in a capital campaign, you probably have planned gifts and endowments on your mind. Here are some simple ideas that might help you understand…
Gail and friend at work

Asking for a Major Gift and a Planned Gift in 4 Easy Steps

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Wow - the Ultimate Ask - a major gift and a planned gift all at one time! How to pull this off? Well, let's start with your donor. Cultivating a donor for a major gift involves many conversations with her. You talk with her…

Encourage Planned Gifts By Telling a Bequest Story

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For the first time ever, I have a guest post today! I'd like to introduce you to Claire Meyerhoff, who is my favorite Planned Giving marketing expert. As owner of the PG Agency and Editorial Director at Planned Giving Marketing.com, Claire…

No Time for Planned Giving? Try These Quick Ideas!

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I'm as fired up as I can get about something big these days: planned giving. I know, I know -- you've heard it before. "Jump on planned giving," the consultants say. "I can't," you say back. "I don't have the bandwidth." Okay, I get that. But…