AHP Book Store - Self-Study Guides - Setting Up the Planned Giving Program

AHP Book Store
Self-Study Guides
Setting Up the Planned Giving Program

Introduction

Planned giving is an essential part of the fundraising effort. It is essential, therefore, for development professionals to understand how to set up a program for receiving different types of planned gifts. 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 describes the process of developing a planned giving program and provides background on planned giving instruments. It offers guidelines for involving the organization's board in the planned giving program and helping prospects recognize the benefits of planned giving strategies.

The guide recapitulates material covered in the AHP course "Setting Up the Planned Giving Program" and points 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:

understand the elements necessary for a successful planned giving program;
recognize a variety of planned giving instruments;
identify and cultivate prospects for planned giving; and
select planned giving strategies to meet donor needs.