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Exploring Our Planned Giving Options

What is Planned Giving?

Types of Planned Gifts

Bequests

Jewish Future Promise

The Legacy Society

Transfer Instructions

Resources

Salesforce Reports and Filtering

Pledge Cards

Knowledge Check: Let's Review Your Planned Giving Options

Quiz: Understanding What Planned Giving Is

Quiz: Recalling the Types of Planned Gifts

Quiz: Identifying the Jewish Future Promise

Quiz: Recognizing The Legacy Society

We'd Love Your Feedback: Course Surveys

Survey: How did you feel about the Types of Gifts module?

Survey: Was the Bequests and JFP content clear?

Survey: Share your thoughts on the overall Planned Giving course

$ (USD)

Planned Giving Essentials: Donation Vehicles and Strategic Benefits is a practical, outcomes-focused course designed for nonprofit professionals, board members, and advisors who want to confidently discuss, structure, and steward legacy gifts. In under two hours, you’ll explore the core concepts of planned giving—what it is, why it matters, and how it powers long-term mission impact—then move into the most common gift vehicles used by donors today. Through clear explanations and real-world language samples, you’ll learn how bequests, beneficiary designations, and other options work, when to use them, and how to communicate their benefits to donors and stakeholders. You’ll also discover community-based initiatives like the Jewish Future Promise and recognition pathways such as The Legacy Society that deepen donor engagement and inspire multi-generational philanthropy. Each module builds practical fluency and provides tools you can apply immediately—from sample bequest wording to messaging tips that reduce friction in donor conversations. Quizzes reinforce key takeaways so you finish confident, prepared, and ready to elevate your organization’s planned giving program. Whether you’re building from scratch or refreshing your knowledge, this course equips you to turn donor intent into enduring impact.

Planned Giving Essentials: Donation Vehicles and Strategic Benefits

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            <p>Understanding how our organization secures its long-term future is a vital part of joining the team, and that’s exactly where planned giving comes into play. Unlike immediate donations, planned giving involves a donor’s thoughtful process of integrating a charitable gift into their overall financial or estate plans. As you settle into your role, you'll find that these contributions are the bedrock of our sustainability, allowing supporters to make a lasting impact that often exceeds what they could give through a standard annual check. We will start by breaking down the fundamental concepts of what planned giving is and why it serves as such a powerful strategic tool for both the donor and our mission.</p>

<p>Throughout this training, we will dive into the specific vehicles that make these legacies possible, from the practical mechanics of bequests and sample language to unique initiatives like the Jewish Future Promise and our own Legacy Society. You’ll get a clear look at the different types of gifts available and how they benefit the community we serve. To help you feel confident in these concepts, we’ve included several knowledge checks and quizzes along the way, followed by a few brief surveys so you can share your thoughts on the material. By the end of these modules, you’ll have a solid foundation in how we partner with donors to ensure our work continues for generations to come.</p>
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