Full Guide: Planned Giving for Nonprofits

Fundraising TipsAsking for Donations
Written By Jena McKinzie, MS, CFRE, CNP

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

Jena McKinzie, MS, CFRE, CNP
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