23 Planned Giving Terms You Should Know

Planned giving is a powerful way for donors to make a lasting impact on your organization. But for many fundraisers, the terminology can feel overwhelming, especially when conversations progress into technical details. Understanding planned giving terminology is essential for building donor trust and guiding those meaningful conversations.

This practical tip sheet breaks down the most important terms you’ll encounter in planned giving discussions. With the right language, you’ll feel more confident in every donor interaction.

• Learn common planned giving terms with clear definitions and practical examples
• Understand key concepts like bequests, beneficiary designations, and charitable trusts
• Prepare for meaningful conversations with your top prospects

The tip sheet is free—no form to fill. Download it now!