Source 4: Planned Giving Advantages and Barriers
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Source 4: Planned Giving Advantages and Barriers



  • A good donor base provides funding stability now and into the future.
  • Donors keep the “community” in community-based organizations—and spread good will.
  • Individuals tend to increase the amount and type of gifts over time.
  • Donors often have important connections to others who also could support your program.
  • Donors can provide fresh perspectives and ideas.
  • Most donations are unrestricted and can be used to fund reserves/endowments and other organizational needs.
  • Donors are a good source of volunteers.
  • Individual donor campaigns are low risk because they have become standardized. You can find basic concepts and skills in books, articles, and trainings.
  • Aging service organizations have a natural bond with older clients who are involved in estate planning.
  • Planned giving has the lowest fundraising cost of all development functions—less than 10 cents on the dollar raised. The average planned gift in the U.S. is $10,000.
  • $41 trillion will be transferred to someone over the next 50 years. Why not get a piece of the pie?


  • You must have a knowledgeable and active board.
  • You need significant time commitment to establish and maintain volunteer fundraisers.
  • A program requires up-front resources to build a good donor base, which can take years.
  • Financial benefits are generally long-term, not immediate. The first few years are generally all expense with little or any income.
  • You will need to continuously use marketing and public relations.
  • You must have up-to-date computer software to establish and maintain data collection, thank donors, and track donations effectively.
  • Staff may feel uncomfortable asking for donations until comfort levels grow through training. 

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