Technical Leaflet 223: Planned Giving

  • Register
    • Nonmember - $5
    • Academic Program - Free!
    • Academic Faculty - Free!
    • Academic Student - Free!
    • Partner Institution - Free!
    • Partner Institution Staff - Free!
    • Premier Partner Institution - Free!
    • Premier Institution Staff - Free!
    • Platinum Partner Institution - Free!
    • Platinum Institution Staff - Free!
    • Complimentary - Free!
    • Individual Membership - Free!
    • Subscription Services - Free!
    • Institutional Budget - Free!
    • Institutional Staff - Free!
    • Individual Student - Free!
    • Institutional Member - Free!
    • Individual Student Renew - Free!

    Continue

Planned Giving is an AASLH Technical Leaflet. AASLH Technical Leaflets are brief, practical guides on how to do history. Technical Leaflet #223 by Terry L. Davis and Kenneth M. Wolfe, JD, CPA gives a brief overview of capital campaigns and how planned giving can be a part of sound fundraising practices. Campaigns must match the needs of an organization to the needs of the donor. Terry Davis, CEO and President of AASLH, and Ken Wolfe, fundraiser for the Colonial Williamsburg Foundation, explain how to make a case for support with particular emphasis on planned giving by defining and explaining its benefits. An outline of planned giving instruments, such as bequests, retirement plan assets, life insurance, gift annuities, and so forth, guides non-profits in what approach to use when soliciting commitments. For more information on similar topics, please refer to Technical Leaflet Bundle 5, Funding Your Organization.

Key:

Complete
Failed
Available
Locked
Planned Giving
Open to download resource.
Open to download resource. This leaflet gives a brief overview of capital campaigns and how planned giving can be a part of sound fundraising practices.
You must register to access.