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Self-Study Guides
Managing and Evaluating the Planned Giving Program

Introduction

Planned giving is an essential part of the fundraising effort. It is important, therefore, for development professionals to understand how to manage and evaluate planned giving programs. 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 reviews critical steps involved in preparing for planned giving activities, and discusses methods used to evaluate planned giving prospects, develop a program budget, and evaluate the program's effectiveness.

Information on working with professional advisors and resources for planned giving professionals also is included.

The guide recapitulates material covered in the AHP course "Managing and Evaluating the Planned Giving Program" 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:

  • identify the components of a planned giving program;
  • develop a budget for planned giving activities;
  • understand the role of professional advisors in advancing the goals of the planned giving program; and
  • evaluate the results of a planned giving program.

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