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Technical Leaflet 223: Planned Giving (PDF Download)

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This leaflet gives a brief overview of capital campaigns and how planned giving can be a part of sound fundraising practices. Campaigns must match the needs of an organization to the needs of the donor. Authors Terry Davis and Ken Wolfe explain how to make a case for support with particular emphasis on planned giving by defining and explaining its benefits. An outline of planned giving instruments, such as bequests, retirement plan assets, life insurance, gift annuities, and so forth, guides nonprofits in what approach to use when soliciting commitments.

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Technical Leaflet #223 (2003)