An Introduction to Planned Giving

The donors being cultivated by your institution likely don’t categorize their giving as either a major or a planned gift, and yet, advancement shops in higher education often draw a distinct line between the two types of giving. Ultimately donors just want to determine the most advantageous way to support your institution, and a strong partnership between major gift officers and planned giving officers can help make that a reality.

This short lesson will help you educate and empower your major gift officers to recognize planned giving opportunities and broach the subject with their donors. New planned giving officers will also benefit from reviewing these resources.