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Planned Giving

A planned giving program is nearly mandatory for a nonprofit of any size. Learn how to set a program up, market it, and receive funds.
How to Build a Planned Giving Program
Planned giving requires a very long time horizon, so people new to the field should start with self-education and take one step at a time.
Gift Annuities - Should Your Planned Giving Program Offer Them?
Gift annuities are contracts that the nonprofit makes with a donor whereby the donor contributes money, and the nonprofit agrees to pay that donor an annual income for life.
Bequests and Beneficiary Designations in Planned Giving
A bequest program is where an organization starts when setting up a planned giving program.
Planned Giving, Death and Taxes
Only two things are certain is life, it is said, and they are death and taxes. That's where planned giving comes in.
Things to Think About Before You Start a Planned Giving Program
Every nonprofit wants to raise funds...fast. A planned giving program is not a fast project. It takes time to construct and even more time to realize results.
How to Market Your Planned Giving Program
Planned giving is not just about setting up the many planned gift vehicles. It is also about marketing your program to donors and prospective donors.
Raising Money Through Bequests - a Review
This book lays out, in terms anyone can understand, the steps to setting up a bequest program, how to keep it going strong, how to market the program, and what to do when those bequests start rolling in.
Finding Prospective Donors for Bequests
If you are prospecting for donors who might be willing to leave a bequest to your organization, look no further than your own list of annual givers.
How to Raise Planned Gifts From Women Donors
The primary strategy that Stelter suggests for marketing to this key group of donors (from knowledge gained through focus groups) is to produce materials that closely mirror how women view themselves.
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