The PGT Resource Library

Planned Giving Plainly

A Tutorial Overview for Development Officers, Staff Members, Volunteers, Advisors, and Savvy Donors

Are you new to planned giving? Do you wonder what the peculiar terms mean and how planned giving fits into the overall development program of a nonprofit organization? If so, Planned Giving Plainly is for you. This manual-sized book contains 24 chapters of basic information related to planned giving. The content addresses terminology, gift types, marketing approaches, and many other subjects.

Planned Giving Plainly is a collection of writings that were originally published in Planned Giving Mentor. It brings together in one volume most of the monthly articles that appeared over two years of publication. Having all of this information in one book provides an excellent overview of the basic aspects of planned giving.

Not only is Planned Giving Plainly helpful to new planned giving officers, it's an easy introduction for those who are only partially involved in this area. For example, board members and other key volunteers would appreciate this book. Major gift officers and related staff would also benefit. Even interested professional advisors would find these pages worthwhile. And, actually, those who've been in planned giving for several years would enjoy the reminders and the overall perspective of the material.