Planned Giving Primer

The concept of planned giving is nothing new — churches began the process many years ago — but too many nonprofit organizations don’t have sufficiently organized planned-giving programs. If you’re one of them, here’s something of a primer.

Planned giving is a generic name for fundraising programs that seek to generate giving from supporters in their later years who will continue to give once they’ve passed away — in the form of estate gifts and other charitable vehicles. It’s the best long-term resource in which a nonprofit organization can invest.