Planned Giving Course Text and Discussion Topics

Major Gifts
What is a Major Gift?
The Characteristics of a Major Donor
What Motivates a Major Donor?
How to Secure a Major Gift

Planned Gifts
What is a Planned Gift?
The Main Features of a Planned Gift
Types of Planned Gifts – General Features
The Canadian Climate for Gift Planning

Factors to Consider in Planned Giving
Is Your Organization Ready for Planned Giving?
Learning the Technical Side of Planned Giving
Ethical & Legal Considerations

Implementing a Planned Giving Program
Planned Giving Programs
Launching a Planned Giving Program
Targeting & Cultivating Planned Giving Prospects

Marketing Your Planned Giving Program
Donor Motivation and the Importance of the Cause
Reaching Prospective Donors

Commemorative Gifts
Memorial and In-Honour Gifts
Planning a Commemorative Program
Donor Recognition

Resources
Bibliography