I think we should avoid the term “planned giving” in our marketing materials and communications. Donors just don’t understand that phrase.
According to Larry Stelter’s July 2009 National Poll, “63 percent of Americans aged 30+ are unfamiliar with the term, although a higher percentage expressed understanding of various ways to make a planned gift. This finding reminds us to think carefully about the words we use to define the work we do and the actions we expect of donors.” https://www.contributionsmagazine.com/featured/plannedgivingsurvey.html
Instead, why not try “legacy gift”, “bequest”, or even “estate donation”? If you have other phrases you think work better, please go ahead and post a comment.
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