What is a Planned Gift or Legacy Gift? 

A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning. These include gifts of equity, life insurance, real estate, personal property, or cash.

What is Planned Giving?

Planned giving is a fundraising term, and is also called gift planning or legacy giving. It is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.

Planned Giving

Overview