Planned Giving: Maximizing Benefits for Both Donors and Nonprofits

Kris Kewitsch | Executive Director, Charities Review Council | May 2024 

Planned Giving: Maximizing Benefits for Both Donors and Nonprofits 

Planned Giving refers to the process of maximizing a charitable gift during your lifetime or as part of your will, involving financial or estate planning techniques that extend benefits for both you as the donor and your charity of choice.   

Doesn’t planned giving require significant financial resources? No, planned giving is defined by the commitment to give over time, not by the gift amount. You can align planned gifts to your means, from establishing a legacy fund to leaving a simple bequest in your will for your favorite charity. 

Planned giving can be a big win for donors and their families. 

Legacy: Planned giving allows donors to leave a lasting impact on causes they care about. It enables them to create a legacy that reflects their values and beliefs. 

Finances: Planned giving can offer donors significant financial benefits. By strategically incorporating charitable giving into their financial plans, donors often maximize tax deductions, minimize estate taxes, and optimize their overall financial situation. 

Family: Defining your legacy and solidifying your financial intentions through planned giving will provide your family peace of mind and confidence in knowing your desired charitable contributions will be fulfilled.  

Planned giving can also be a big win for nonprofits. 

Sustainability: Planned giving provides nonprofits a reliable source of funding. By securing future gifts, organizations can better plan for their long-term needs and weather other fluctuating funding uncertainties. 

Diversification: Planned giving offers nonprofits a way to diversify revenue streams, as planned giving can include gifts of stock and other assets. This can reduce an organization’s risk and dependence on traditional funding sources like foundations.  

Stewardship: When your organization is prepared to foster planned giving through effective education and thoughtful communication with your donors, your nonprofit can build the trust and loyalty required to steward planned giving commitments. 

As abundant as the benefits of planned giving are, there are also many considerations for which you’ll want to consult your financial advisor and resources like the Minnesota Gift Planning Association ( Leave A Legacy Minnesota ( is a great place to start if you do not have the support of a financial advisor 

Check out this post for a few quick tips to get started on planned giving.

Looking for an older article?

We're in the process of migrating our blog. If you're looking for an older entry, please visit the archive to search for it.

Would you like to be included on our list?

Learn about our Accountability Standards®, and explore how doing an Accountability Wizard® Review can help improve your operations, build public trust, and raise standards at your organization.

Learn More

Don’t see your favorite nonprofit on our list?

Invite them to participate!

Learn More

Search Nonprofits that Meet Standards®

You can search nonprofits that Meet Standards® based on both mission focus and organization name.

Search Now

Do you need to start a new review or renew an expiring review?

What is your fee?

Before filling out this form, please be sure to calculate your enrollment fee.

Calculate Fee Now

What does it take to Meet Standards®?

Meeting the Accountability Standards® is more than checking items off a list. Each nonprofit you see on this website has gone through careful assessment, and then invested in implementing changes to meet our high operational standards.

Learn More

Success Stories

Hear from organizations that are bringing our Standards to life in their nonprofits.

Diversity, Equity & Inclusion Toolkit

Want to use the DEI Toolkit with your organization?

Get Started Today

Already have a DEI Toolkit account?

Log In Here

Do You Have a Donor-Advised Fund?

What Nonprofits Say

Testimonial 2

Veritus mnesarchum mei ea, per debitis qualisque in. Per cu mutat consul. Sea meis interpretaris ne. Sit nonumy consequat theophrastus id. Mei at tota meliore elaboraret, at eam tollit detracto molestiae.

First Last

What Donors Say

Testimonial 1

Audire consulatu ne sed, in lucilius quaestio gloriatur eum. Prima dicant voluptatum te has. Usu an nominati rationibus, case malorum voluptatum ius ea.

First Last

Board Member Login

Get our latest and greatest monthly!


Charities Review Council

Our mission is building donor and nonprofit relationships for strong, vibrant and just communities. We envision healthy communities for all, benefiting from effective and trustworthy nonprofits that are supported by a well-informed public’s generosity.

Let’s Connect

1915 Highway 36 W Ste 133 • Roseville, Minnesota 55113-2709
Phone: (651) 224–7030 • E-mail:

Privacy Policy (5/9/19) • Terms of Use (5/9/19)

Log In