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The term "planned giving" was coined in 1969 by Robert F. Sharpe, Sr. a widely-respected consultant in the philanthropic sector. He wrote, "A donor usually considers a current gift to your institution as a cash outlay now. To make a deferred gift, a person decides to give at some future date, either a number of years from now or at death. A deferred gift is a present decision to make a future gift, evidenced by a legal contract. While the name 'deferred giving' is best known to professionals in the field, it is not a term that communicates very much…
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