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Planned Giving Programs for Small Nonprofit Organizations

Many small nonprofit organizations with limited staff do not offer planned gift options to donor prospects. That said, there are vehicles for planned giving available in the marketplace, and small nonprofits should consider adding planned giving to their development plans. If you are a fundraising generalist or a staff member or volunteer at a small nonprofit, learn the basics about planned giving so you feel comfortable discussing the options and tools used to construct a planned gift. This course will provide basic information about planned giving and will help you to design a reasonable strategy for including planned giving in your fundraising program.

More details

You'll Walk Away with

  • Knowledge about the future value of planned gifts
  • The ability to secure additional gifts through one or more planned-giving vehicles
  • An understanding of the characteristics of potential planned-giving donors
  • The ability to identify planned-giving donor prospects in your database

Ideal for

  • Fundraising generalists
  • Financial officers at nonprofits
  • Volunteer board members
NO open sections available for this course at the moment. Please check back next semester.