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Myths (& Facts) on Planned Giving

10 Planned Giving Myths and Facts

Myth:
Planned gifts compete with major gifts.
Fact:
Most planned giving donors are not prospects for large major gifts.

Myth:
We are not ready for planned giving.
Fact:
If you are a non-profit, you already are in the planned giving business.

Myth:
All planned gifts are deferred.
Fact:
Many planned gifts come in sooner than you think.

Myth:
All planned giving donors are old.
Fact:
Younger donors will determine the future of your organization.

Myth:
All planned giving donors are wealthy.
Fact:
Donors at all financial levels make planned gifts.

Myth:
My prospects are not online.
Fact:
Your website is the first place your prospects will go for information.

Myth:
The real money is in current gifts.
Fact:
Only 5% of this nation’s wealth is in cash… you do the math.

Myth:
Planned gifts are a distraction in campaigns.
Fact:
They provide 30% or more of comprehensive campaign totals.

Myth:
Planned giving is complex, expensive and time-consuming.
Fact:
Planned giving can be as simple as you want it to be.

2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. 
Over 4,000 satisfied fundraisers have purchased this booklet.

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