Full Guide: Planned Giving for Nonprofits
This video covers bequests, beneficiary designations, and donor-advised funds (DAFs), the three easiest and most impactful ways to secure legacy gifts. Key topics: planned giving, legacy gifts, nonprofit fundraising, bequests, donor-advised funds, beneficiary designations, charitable giving, nonprofit development, major gifts fundraising, donor stewardship
What You’ll Learn:
Why planned giving increases annual giving and donor retention
How to ask for bequests using simple will/trust language
The tax benefits of retirement account beneficiary designations
How to get named as a final beneficiary of a donor-advised fund
Why complex planned giving vehicles aren’t necessary to start
