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Self-Study Guides
Introduction to Planned Giving

Introduction

Planned gifts can provide a significant percentage of the total funds raised by a health care resource development program. That is why this topic is one of the fundamental educational programs offered by the Association for Healthcare Philanthropy Foundation and the Association for Healthcare Philanthropy (AHP).

This study guide introduces the principles of planned giving and tells how a planned giving program can fit into the overall resource development effort. It explores motivations for making planned gifts and the characteristics of donors who make them. It also provides an overview of the instruments used in planned giving.

The guide recapitulates material covered in the AHP course "Introduction to Planned Giving" and points you to additional resources to help you gain yet more detailed knowledge of this subject.

Learning objectives

When you have finished studying this guide, you should be better prepared to:

• define the term "planned giving";
• understand the factors that motivate donors to make planned gifts;
• identify the characteristics of planned giving prospects and donors; and
• recognize a variety of planned giving instruments.

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