Planned Giving

Planned Giving—or legacy giving—is the ultimate expression of a donor’s belief in the future of healthcare. Unlike immediate cash contributions, these gifts are typically committed now to be realized in the future, often through wills, trusts, or beneficiary designations. 

Successfully managing a planned giving program involves navigating complex financial conversations with empathy and technical expertise. Whether a donor is interested in a simple bequest or a more structured vehicle like a charitable gift annuity, the goal is to align their personal estate planning goals with their desire to leave a lasting mark on healthcare.

Explore our resources below to master the nuances of gift planning and learn how to market legacy opportunities.