PLANNED GIVING PARTNERS
CREATING LEGACIES WITH A MISSION
Planned Giving can be complex.
Planned Giving Partners (PGP) can make your organization’s Planned Giving simple: fully customized, automated, extremely effective, and surprisingly affordable… by becoming your planned giving officer.
PGP helps you create more loyal, engaged and generous donors by using little-known IRS Code-sanctioned tax planning strategies to increase your donors’ family wealth while greatly benefitting your mission. Great for your donors, fantastic for your cause, bad for the IRS who thought their Code wouldn't be studied.
PGP brings every organization the benefit of more than 30 years’ wisdom and experience of providing technical expertise to marquis organizations and discerning families, coupled with an effective and engaging donor education program fully customized to your mission. Many organizations have seen large increases in annual donations and major giving due to the PGP-enhanced donor engagement.
Four Financial Benefits of PGP’s Service
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Planned Gifts often represent 0-5% of annual revenue for mid-sized nonprofits. For a $5MM organization, even a 2-3% boost equals $100k-$150k/year, helping buffer against fluctuations in cash gifts.
Many nonprofits report 2-5% of total revenue from matured planned gifts - $100k-$250k/year for a $5MM organization.
Bequests (the most common planned gifts) accounted for 9% of total annual giving, amounting to $45B in 2022. 1
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Average planned gift size ranges from $35K–$70K. (Higher for UHNW donors or those with no heirs). 2
Donors who make a planned gift often increase their annual giving by 50–75%. 3
For a donor who previously gave $5,000/year, post-bequest behavior often rises to $7,500–$8,750/year.
Over 60% of planned gift donors eventually make significant current gifts (often unprompted).
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Planned gifts tend to grow ~4.5–5% annually, remaining resilient during economic downturns. 4
Since these gifts typically arrive 5–10 years after commitment, they act as a reliable “pipeline” projectable across future budgets.
Engaged bequest donors are 10x more likely to give stock, real estate, or DAF grants.
Planned gift donors give 2–3x more over their lifetime than non-bequest donors.
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According to industry data, Every $1 invested in planned giving can yield ~$57 back. 5
That’s nearly double the ROI seen in major gift ($33–$1) and annual fundraising efforts. 6
Working with Planned Giving Partners requires no staffing and modest investment compared to capital or annual campaigns.
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https://kirschcpa.com/accounting-services-blog/planned-gifts-for-non-profits/
https://orrgroup.com/has-planned-giving-made-it-into-your-nonprofit-organizations-2022-development-strategy/
https://kirschcpa.com/accounting-services-blog/planned-gifts-for-non-profits/
Four Donor Retention Benefits of PGP’s Service
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Bequest pledgers have significantly higher retention rates—often 80%+ annually (vs. ~45% for general donors).
Emotional connection to mission deepens when donors include a nonprofit in their legacy plans.
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Donors often become multi-decade supporters after making a legacy gift commitment.
They attend more events, participate in volunteerism, and act as ambassadors.
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Opportunities to involve children and heirs build family relationships with the institution.
Can inspire multiple generations of giving and support.
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A robust planned giving program signals maturity and sustainability, which attracts other large donors and foundations
Planned Giving Partners Summary of Service Benefits
Additional Services
Planned Giving is PGP’s primary focus; it can help achieve mission-changing long-term fundraising results.
Partners that have applied our DONORx and Planning Education expertise to their Annual Giving and/or Capital Campaigns have also often achieved substantial annual revenue increases in those vital campaigns.
A modest investment in PGP’s market-leading best practices can lead your mission to a tremendously outsized return in donor loyalty and additional funds.
Book a free consultation
PGP’s straightforward and easily understandable pricing and processes are always uniquely tailored to the specific challenges each mission presents. PGP would welcome a conversation about addressing your mission’s unique challenges.
