Planned Giving Resources
Filter by Type:

Webinar
How to Find and Tell Stories That Create Connections and Drive Results

Webinar
Is It Time to Rebrand? How to Know + What It Takes, from Tweaks to Total Makeover

Webinar
Investing in Impact: Learn to Build Donor Trust with Timely and Accurate Financial Reports

Webinar
A Personal Planned Giving Conversation with Dr. Russell James
PDF Download
Appreciated Assets Tool Kit

PDF Download
Retirement Assets & IRA Rollover

PDF Download
Discover What’s Possible

PDF Download
Acquire More Gifts from Donor-Advised Funds

PDF Download
QCD Tool Kit

PDF Download
Turn Single Gifts into Monthly Giving Programs

PDF Download
Planned Giving Marketing Calendar

PDF Download
Make a Will Month tool kit

PDF Download
Legacy Donor Communication Tool

PDF Download
Ethical Will

Webinar
Disconnected and Don’t Even Know it

Webinar
Fundraising in Times of Economic Uncertainty

Webinar
The Science & Scripture of Major Gifts Fundraising

Webinar
7 Keys to a Successful Capital Campaign

Webinar
The Rise of Sustainable Giving

PDF Download
Donor Advised Fund

PDF Download
Charitable Gift Annuities

PDF Download
How to Integrate Legacy Giving with Capital Campaigns

Conference Content
Charitable Gift Planners Conference Presentation: From Friends to Family

Webinar
How to Get Ready Now for the Great Wealth Transfer

Webinar
Charitable Gift Annuities for Everyone!

Webinar
Prospect to Planned Gift

PDF Download
Guide to Understanding Your Funnel