A quick illustrative reference chart that outlines the benefits of each gift plan to donor and nonprofit.
A quick illustrative reference chart that outlines the benefits of each gift plan to donor and nonprofit. The classic version of this chart was originally created by Deborah Blackmore, John Foster, and Viken Mikaelian at the University of Pennsylvania, Department of Gift Planning, in 1988. Since then, it has served as a valuable tool for numerous nonprofit organizations. The classic version can still be purchased here.
The planned giving comparison chart is the perfect visual aid for any fundraiser when discussing planned gifts with a potential donor. Better yet, this tried-and-true tool can be completely custom-branded to fit your nonprofit organization, so it also serves as a marketing piece. It even makes a great educational tool for your board, staff, and volunteers, as well as a handy cheat-sheet to tack up on the bulletin board. The easy-to-follow illustrative chart outlines the benefits of each gift plan to both the donor and the nonprofit organization. And there’s no need to worry about archaic information, because we keep the planned giving comparison chart up-to-date. Even better, all of the descriptions are written in simple, plain English — because planned giving can get complicated. Explaining it to donors shouldn’t be.