You can’t get ahead in the long term without investing, and education is one of the most important investments of all. Begin with our courses for Major Gifts and Planned Giving officers.

Another good place to begin is to assess your planned giving readiness level (it’s an interactive quiz that grades you and your board). Then, visit the basic principles on how to market planned gifts following up with our Marketing Q&A, our White Papers page, our subject-specific Answers pages, or our irreverent Blog, Give & Take. And don’t miss the handy tool that thousands of fundraisers already have working for them… pick up the latest edition of our Ultimate Quick Reference Planned Giving Pocket Guide and The Planned Giving Wiki™.

New to planned giving? Here’s a summary of your basic gift planning vehicles along with videos, and typical donor profiles for each gift type