The basics: What can donors give?

A donor can give a wide range of assets, using a wide range of structures, to make a planned gift. And here’s the good news: you don’t need to be a legacy giving specialist or tax expert to begin meaningful conversations about planned gifts.

In fact, most planned gifts are straightforward. Many are as simple as being named in a donor’s will, trust, or as a beneficiary of a retirement account or life insurance policy.

Planned giving is not about having all the technical answers. It is about believing in your mission, planting the seed, and inviting donors into a conversation about lasting impact.

Each nonprofit organization should maintain its own Gift Acceptance Policy, which outlines procedures and criteria for accepting different types of gifts. Offering a variety of legacy gift options empowers donors to support your mission in ways that align with their values and long-term philanthropic goals.

Your role is to listen, inspire, and guide—creating space for meaningful conversations about impact and legacy.

Because many legacy gifts involve legal, financial, or estate planning considerations, donors should always be encouraged to consult their attorneys, tax advisors, financial planners, and other trusted professionals when making charitable plans.

You do not need to have all the answers. Your role is simply to extend the invitation.