“Planned Giving” vs. “Gift Planning”

Our clients, friends and prospects often ask which term is better to use for their marketing efforts, “Planned Giving” or “Gift Planning. This is a decades-old dispute and I am getting tired of it. So I decided to write this blog to end the argument. If anyone is ready to spar, sharpen your blade (well, pencil is okay).

A few nonprofits have migrated to Gift Planning because it sounds more “sophisticated.” Others argue that Planned Giving has been around too long and it’s time for something “new.” And some “feel” it makes better sense and sounds better.

This is all just self-serving theory. [By the way, we own both domains: giftplanning.org and plannedgiving.org; so we do not have a reason to be financially biased in this article.]

“Sophistication” is in the eye of the beholder. “New” doesn’t necessarily mean “better.” And beware those vague intuitive “feelings.”

So let’s get practical, not philosophical. Ask yourself: do you close a “gift plan,” or do you close a “planned gift?”

The Answer Is Obvious.

Although neither term is well recognized by the lay public, after decades of education by AFP, NCPG/PPP, AHP, CASE, et al., the term Planned Giving is finally getting some traction.

This is no time for nonprofits to force the whole familiarization process back to square one by introducing something “new.” That something “new” is just another shiny star.

Gift Planning? Macy’s Does It.

When I ask strangers if they know what Planned Giving means, I get a “yes,” a “no,” or a “tell me.” When I ask what Gift Planning means, I get a question back such as “Isn’t that what Macy’s does?”

The answer is “yes.” Retailers have their gift planning departments, too. Just Google the term Gift Planning around the time of any big holiday such as Mother’s Day or Christmas, and you will end up with “paid advertisement” results from Target, Macy’s, and other retail gift providers.

That is, Gift Planning is not a “pure” search term – it has other attributes and definitions recognized by other industries. All of which distracts from the meaning you want to focus on.

Google Picks Planned Giving.

When we look at Google’s own metrics about the use of these terms, it’s clear which term wins.

  1. The words Gift Planning are out-searched about 100-to-1 nationally by the words Planned Giving. Even in Cambridge, MA, where academic institutions prefer to use Gift Planning, the search rate for that term is vanishingly small. So if you believe in search engine optimization (SEO) for your planned giving website, Planned Giving is a better choice.
  2. Google has scanned over 13 million books for its digital library. When you plot a graph of how often the terms we’re discussing are used, Gift Planning is again vanishingly small compared to Planned Giving. Planned Giving is by far the popular and preferred choice.

In addition, in the financial advisors world, the term planned giving pretty much dominates 99%.

As an aside, since we own these domains, we can uniquely provide you a search-engine friendly (SEO) planned giving website URL such as yourname.plannedgiving.org.


Category: Planned Giving Marketing

All of our blogs, products and services are proudly conceived, created, reviewed, and disseminated by real humans — not A.I. (artificial “intelligence.”)

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