Planned gifts, also called legacy gifts or deferred gifts, come in all shapes and sizes.

Nonprofits can choose to offer simple planned giving vehicles (such as outright gifts… bequests, gifts of stock, etc.), to more structured giving vehicles that require an advisor or attorney (remainder unitrusts, lead trusts …). It is unnecessary for you to get into the details of these specific vehicles since the donors who would be using them normally rely on their own sources and advisors. Just know the basics. But if for some reason you do need details, visit our Planned Giving Wiki.

Below is a sampling of some of the most common gifting vehicles each with an Etch-a-Sketch type video for ease of learning.

After you review this page, take our Planned Giving I.Q.!