Management Tips » Planned Giving

Planned giving is a way supporters can donate that allows them to make larger gifts at a point in the future or over a period of time, often as part of a large campaign of as a bequest. This is done through the donor’s overall financial and/or estate planning. There are three types of planned giving: Donations that use appreciated assets as a substitute for cash, gifts that give income or other financial benefits to the donor in return for the contribution (this can be accomplished through charitable gift annuities), or gifts that are made upon the donor’s death. This last type is known as bequest giving and is included in the donor’s will. Donors might also select a nonprofit as a beneficiary in their retirement or life insurance plans.

Read more about planned giving and why it is important to every nonprofit organization in the articles below.