Planned Giving Overview for Donors
Source
About This Sample
This sample from the Land Trust Alliance is a planned giving overview to be shared with potential planned giving donors. It includes language for making bequests, and guidance about gifts of retirement assets, life insurance and real estate.
Please be sure to personalize to your organization and review according to your organization's procedures should you wish to use this sample.
© 2026 Land Trust Alliance, Inc. All rights reserved.
Disclaimer
These resources are provided "as is" for informational purposes only, without warranty of any kind. They do not constitute legal or professional advice and do not create an attorney-client relationship. They may not reflect current legal developments and should be adapted for your organization with qualified professional help. The Alliance is not liable for any damages arising from use of or reliance on these resources. Views in individual posts and third-party links/logos are not Alliance endorsements. The Alliance is committed to equal opportunity and does not condone unlawful discrimination.
For accreditation-related materials, please also consult the Land Trust Accreditation Commission website.