Planned Giving: Identifying Supporters Looking to Leave a Legacy Guide

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Planned Giving enables donors to make bigger gifts to nonprofits than they could make from the average income.

Planned Giving programs are unique in the world of fundraising. The process of setting up a planned gift involves long-term efforts to build relationships with donors and manage the legal and financial details of the gift.

This guide will:

Cetegorize factors for planned giving prospects.

Define planned giving.

Identify the three main types of planned gifts.