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Foundations · typically years 0–2Planned GivingMembers

Planned Giving Basics: Recognizing the Gift in Front of You

Bequests, beneficiary designations, and the signals a long-time donor sends; how to respond with gratitude and refer well. The gift most shops miss because nobody in year one was told to look.

Through the Healthcare lens

A grateful patient's bequest almost always names the hospital foundation specifically, often the exact department where they or a family member were treated, which makes the plain-terms distinction this module draws, general purposes versus a stated purpose, important to get right at intake. The loyalty signal here is frequently a donor who gave small, steady annual gifts for years after their own care ended, long after gratitude might have been expected to fade, and the referral discipline matters acutely: no fundraiser should ever discuss tax treatment or estate size with a patient or family. When the bequest arrives from an executor, honoring the restriction exactly, a gift to the cardiac unit, the nurse's name, is unmistakably where they meant it to go.

Continuing education

1.00 points

Securing the Gift · Relationship Building

Learning objectives

  • Explain what a planned gift is, why bequests are the largest gifts most organizations ever receive, and why loyalty matters more than wealth in identifying them.
  • Describe bequests and beneficiary designations in plain terms, including what the donor does, what the organization does, and what neither should say about tax.
  • Respond to a donor who mentions a legacy intention with gratitude, record it correctly, and refer the conversation to the right person.
  • Read the organization's file for the signals of legacy readiness and produce a short list for the ED.

Designed for CFRE continuing education. Not yet accepted; no CFRE points can be claimed.

Lessons

  • Video lesson

    The gift in front of you

    II See · Securing the Gift

    16 min
  • Field guide· PDF

    Bequests and beneficiary designations, in plain terms

    V Receive · Securing the Gift

    16 min
  • Template· DOCX

    Legacy response letters and the referral note

    V Receive · Relationship Building

    16 min
  • Worksheet· XLSX

    Signals worksheet: reading your file for legacy readiness

    VI Accompany · Relationship Building

    14 min

This is members-only material.

Members get every lesson, template, and worksheet in all eight tracks, plus the support to put them to work in your shop.

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