gift comparison chart

Company Assets

Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

Gift Planning Downloads

Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.

Center for Major Gifts

Personal and professional development courses for MGOs. Includes community job board.

The Planned Giving Authority

Signature Services

Training

Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.

Tools & Content

Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.

Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

Signature Services

Training

Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).

Tools & Content

Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.

Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

Top Categories

Compare Planned Giving Vehicles Side-by-Side

This customized, attractive Gift Comparison Chart is branded with your logo, colors, photos, etc. and compares planned gifts at-a-glance. We supply you with a high-resolution PDF (which you can use to print yourself), or we can handle the printing for you. The simple, unbranded version can be purchased online here.

A smaller version of the Gift Comparison Chart also comes with our Pocket Guide for Fundraisers. It’s a foldout located in the front of The Guide.

The Gift Comparison Chart is an excellent companion to Planned Giving “Sell” Sheets.

Complete Specifications/Details (PDF)

Features

Compare benefits and features for each gift side-by-side
Quick, non-technical
Branded with your photos, logo, contact information
Mission statement on cover; more detail on back
11″ x 17″; folds to 8.5 x 11″
Successfully implemented over 40 years*

Uses and Benefits

Internal use (educate staff, etc.)
Educate board members
Use with advisors
Leave behind / “touch” piece
General mailings
Streamline how easy it is to make a gift
Establish authority and credibility
Community Foundation? Educate your nonprofit partners.

*The classic version of this chart was originally created by Deborah Blackmore, John Foster, and Viken Mikaelian at the University of Pennsylvania, Office of Gift Planning, in 1988. Since then, it has served as a valuable tool for numerous nonprofit organizations and planned giving vendors in the industry. The classic unbranded version can still be purchased online here.

Other Formats & Uses

This is the expanded print version of our popular online interactive version used on client planned giving websites and planned giving microsites for smaller nonprofits and churches.

Gift Plans Covered

Bequest

Cash

Securities

Real Estate

Personal Property

Retirement Plan Assets, IRA

Life Insurance

Retained Life Interest

Bargain Sale

Charitable Gift Annuity

Charitable Remainder Trust

Charitable Lead Trust

Benefits and Issues Addressed

The following issues are summarized for each gift plan:

How does it work?
A good fit for donors who want to …
How does donor make the gift?
Donor benefits (and how to describe it to them)
Reduce estate tax (Yes, No, etc.)
Reduce income tax (Yes, No, etc.)
Reduce or eliminate capital gains tax
Get income back from the gift
Give an asset but keep enjoying it
“More” column (misc.)
How does it help the nonprofit?

Explainer Videos for Your Donors
Planned Giving Specification Sheets
Planned Giving and Major Gifts I.Q. Tests
Planned Giving Overview (Interactive)
Planned Giving Wiki

Company Assets

Planned Giving Wiki

Gift Planning Downloads

Center for Major Gifts

The Planned Giving Authority

Signature Services

Training

Tools & Content

Planned Giving Wiki

Signature Services

Training

Tools & Content

Planned Giving Wiki

Top Categories