Knowledge Base

Where can I find information on planned giving?

The Association of Fundraising Professionals defines planned giving in the following way: a systematic effort to identify and cultivate a person for the purpose of generating a major gift that is structured and that integrates sound personal, financial, and estate-planning concepts with the prospect's plans for lifetime or testamentary giving. A planned gift has tax implications and is often transmitted through a legal instrument, such as a will or a trust.

Topic(s) Fundraising Individual Giving