Power of Planned Giving

Looking for advice on Planned Giving?

Here are some resources to help you get started, refine your strategy, or get better results.

Planned Giving: A Win-Win for Your Organization and Your Career

Oct 27, 2020

Gaining expertise in Planned Giving will broaden your career and put you ahead of your peers.

Planned Giving Myth: Planned Giving Requires Expensive Experts

Oct 22, 2020

Many organizations believe that Planned Giving requires a lot of technical expertise. In turn, they think they need to have experts on staff or hire expensive outside help to get started. But that’s so not true! You don’t need a lawyer on your staff or on retainer....

Planned Giving Myth: Planned Giving Is Only for Wealthy Donors

Oct 14, 2020

There is no lifetime cost for a planned gift. So people who have accumulated wealth but who cannot give it to you while they are living can give it to you when they create their estates.

Planned Giving Myth: You Need to Invest Heavily to be Successful

Oct 8, 2020

You don’t need to spend a lot of money to create and market a Planned Giving program. But you do need discipline.

Planned Giving: The Rx for Your Hospital’s Financial Well-Being

Oct 1, 2020

Planned Giving is an often-overlooked tool for hospitals and other health-care organizations.

Starting a Planned Giving Program? Begin With Your Board

Sep 10, 2020

Board members and other highly active supporters are more likely to include your organization in their wills — and they can provide powerful testimonials about your organization.

Secure Your Church’s Future with Planned Giving

Aug 25, 2020

Covid-19 is causing an unprecedented set of financial challenges to faith communities. Planned Giving provides one path forward.

Endowment Building 101: How a College Secured its Future through Planned Giving

Aug 12, 2020

Planned Giving can play an important role in helping colleges and universities solidify their financial footing.

Let’s Build a Planned Giving Program for Your Small- or Mid-Size Nonprofit

Aug 5, 2020

Savvy nonprofits can achieve long-term, diversified financial strength through planned gifts — primarily bequests left in the wills of generous donors who believe strongly in their work.