Graphic: Arrow Join Now! Graphic: Arrow MY AFP Profile Graphic: Arrow AFP Canada Graphic: Arrow AFP Mexico Graphic: Star MAKE A GIFT










Print PRINT Share SHARE Comment COMMENT

FAQ: Planned Giving Terminology

Resource Center - Foundation

See also:

How does one differentiate between the terms 'planned giving,' 'deferred giving' and 'major giving'?

These terms refer to the thinking processes a donor goes through when deciding how to make a significant gift. Each term is defined below.

Planned giving: Gift planning. A systematic effort to identify and cultivate a person, for the purpose of generating a major gift, that is structured and that integrates sound personal, financial, and estate-planning concepts with the prospect's plans for lifetime or testamentary giving. A planned gift has tax implications and is often transmitted through a legal instrument, such as a will or trust.

Deferred giving: The process or act of arranging a deferred gift. A deferred gift is a gift that is committed to a charitable organization but is not available for use until some future time, usually the death of the donor.

Major giving: A significant donation to a nonprofit organization. The amount required to qualify as a major gift is determined by the organization.

Source: NSFRE Fund-Raising Dictionary. AFP/Wiley Fund Development Series. John Wiley and Sons: New York, 1996.

4300 Wilson Blvd, Suite 300, Arlington, VA 22203 • 703-684-0410 | 800-666-3863 | Fax: 703-684-0540
©2009 AFP. This site content may not be copied, reproduced or redistributed without prior written
permission from the Association of Fundraising Professionals or its affiliates.
Privacy Policy | Feedback | Contact Us | Advertise with Us