{"id":38077,"date":"2025-10-10T07:21:21","date_gmt":"2025-10-10T11:21:21","guid":{"rendered":"https:\/\/www.blackbaud.com\/?post_type=resource&#038;p=38077"},"modified":"2025-10-10T07:21:23","modified_gmt":"2025-10-10T11:21:23","slug":"23-planned-giving-terms-you-should-know","status":"publish","type":"resource","link":"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know","title":{"rendered":"23 Planned Giving Terms You Should Know"},"content":{"rendered":"\n<section class=\"hero hero--textual hero--textual-powder-blue\">\n    <div class=\"container\">\n        <div class=\"row\">\n            <div class=\"col-9 col-lg\">\n                <ul class=\"breadcrumbs list-unstyled\">\n    <li><a href=\"https:\/\/www.blackbaud.com\"><i class=\"fa fa-home\"><\/i><\/a><\/li>\n            <li><a href=\"\/industry-insights\">Industry Insights<\/a><\/li>\n        <li><a href=\"\/industry-insights\/resources\">Resources<\/a><\/li>\n        <li>23 Planned Giving Terms You Should Know<\/li>\n            <\/ul>            <\/div>\n        <\/div>\n        <div class=\"row\">\n            <div class=\"col-12 col-lg-7\">\n                <div class=\"hero--textual__content\">\n                                    <h1>23 Planned Giving Terms You Should Know<\/h1>\n                                <\/div>\n            <\/div>\n            <div class=\"col-12 col-lg-5\">\n                <div class=\"acf-innerblocks-container\">\n\n<div class=\"hero-resource-download\" id=\"hero-resource-download-block_a8206633d4f9fe53e5e076b2f9eb8a83\">\n        <div class=\"hero-resource-download__wrapper\">\n                    <div class=\"hero-resource-download__wrapper-icon\">\n                <img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2023\/06\/education.png\" alt=\"\" width=\"40\" height=\"40\">\n            <\/div>\n                            <div class=\"hero-resource-download__wrapper-type\">\n                <h6>Tip Sheet<\/h6>\n            <\/div>\n                            <div class=\"hero-resource-download__wrapper-button\">\n                <a href=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/10\/TipSheet-DI-23-Planned-Giving-Terms-You-Should-Know.pdf\" class=\"btn btn-primary btn-no-arrow\" download=\"\">Download Now<\/a>\n            <\/div>\n            <\/div>\n    <\/div>\n\n<\/div>            <\/div>\n        <\/div>\n    <\/div>\n<\/section>\n\n\n<section class=\"alternating-content-standard alternating-content-standard-white white-bg\">\n    <div class=\"container\">\n        <div class=\"row justify-content-md-between \">\n            <div class=\"col-md-6\">\n                <div class=\"alternating-content-standard__content\">\n                    <p class=\"body-large\">Planned giving is a powerful way for donors to make a lasting impact on your organization. But for many fundraisers, the terminology can feel overwhelming, especially when conversations progress into technical details. Understanding planned giving terminology is essential for building donor trust and guiding those meaningful conversations.<\/p>\n<p class=\"body-large\">This practical tip sheet breaks down the most important terms you\u2019ll encounter in planned giving discussions. With the right language, you\u2019ll feel more confident in every donor interaction.<\/p>\n<ul>\n<li class=\"body-medium\">Learn common planned giving terms with clear definitions and practical examples<\/li>\n<li class=\"body-medium\">Understand key concepts like bequests, beneficiary designations, and charitable trusts<\/li>\n<li class=\"body-medium\">Prepare for meaningful conversations with your top prospects<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p class=\"body-large\"><strong>The tip sheet is free\u2014no form to fill. Download it now!<\/strong><\/p>\n                                    <\/div>\n            <\/div>\n            <div class=\"col-md-5\">\n                <div class=\"alternating-content-standard__image\">\n                                    <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n<\/section>","protected":false},"excerpt":{"rendered":"<p>This glossary of terms with practical examples will help you develop a working knowledge of key words commonly used in ongoing planned gift conversations.<\/p>\n","protected":false},"author":79,"featured_media":38079,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"singular.block.php","meta":{"_acf_changed":false,"footnotes":""},"vertical_tax":[10,610,14,15,16,18,19],"competency":[27],"product_tax":[],"region":[114],"resource-type":[132],"class_list":["post-38077","resource","type-resource","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v20.9 (Yoast SEO v25.9) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>23 Planned Giving Terms You Should Know - Blackbaud<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"23 Planned Giving Terms You Should Know\" \/>\n<meta property=\"og:description\" content=\"This glossary of terms with practical examples will help you develop a working knowledge of key words commonly used in ongoing planned gift conversations.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know\" \/>\n<meta property=\"og:site_name\" content=\"Blackbaud\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/blackbaud\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-10T11:21:23+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/10\/Getty-1480979249-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1707\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@blackbaud\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know\",\"url\":\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know\",\"name\":\"23 Planned Giving Terms You Should Know - Blackbaud\",\"isPartOf\":{\"@id\":\"https:\/\/www.blackbaud.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/10\/Getty-1480979249-scaled.jpg\",\"datePublished\":\"2025-10-10T11:21:21+00:00\",\"dateModified\":\"2025-10-10T11:21:23+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.blackbaud.com\/industry-insights\/resources\/23-planned-giving-terms-you-should-know#primaryimage\",\"url\":\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/10\/Getty-1480979249-scaled.jpg\",\"contentUrl\":\"https:\/\/www.blackbaud.com\/wp-content\/uploads\/2025\/10\/Getty-1480979249-scaled.jpg\",\"width\":2560,\"height\":1707,\"caption\":\"Shot of a two confident business persons sitting on a desk in the office and sharing ideas. 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