Source 4: Planned Giving More Resources
Shortcut Navigation:
Change Text Size: A A A

Source 4: Planned Giving More Resources


Leave a Legacy
This community-based program educates people about charitable giving through a will or estate. It does not solicit gifts for any particular organization. It is a cooperative effort of all types of nonprofits, including social services, the arts, education, and others. See how it works.

Partnership for Philanthropic Planning
This public charity helps people and organizations create charitable giving experiences that achieve their philanthropic, financial, family, and personal goals. Its work includes developing, marketing, and administering charitable planned giving programs. Learn more.

Planned Giving Design Center
This free site offers research and planning resources for planned giving specialists and financial advisors. Subscribers receive e-mail alerts with articles from experts that describe and analyze new regulatory actions affecting planned gifts and provide news on specific types of gifts. Explore the site.

Organizational Readiness Test
This self-scoring test from Strategic Fundraising Consultants will help you see if you’re ready to start or beef up your planned giving program. Test yourself.  

Program Components
This checklist from Strategic Fundraising Consultants helps you weigh your strengths and weaknesses to start or expand a planned giving program. See how you measure up.  


want to sign up

Get the latest news on health, economic security, and advocacy for older adults.

Sign Up