Resource Center

  Differentiation is key for the modern financial planner who wishes to retain and attract clients. Many advisers accomplish this by creating a practice that specializes in a specific aspect of financial planning (e.g., business succession planning, investment management, expatriate tax issues) or tailoring their communications to reach a certain audience. Having a well-developed niche in an area of passion can be a real boon to creating a successful and profitable practice. In this article, we suggest adopting a strategy to market your developing expertise in charitable giving. 

  The Charitable Gift Planners’ “Standards for Planning a Gift Planning Campaign” outlines a comprehensive framework designed to guide nonprofits in integrating planned giving into their fundraising initiatives. These standards emphasize ethical practice, strategic donor engagement, and measurable outcomes—anchoring each step in clarity and transparency. The standards offer essential benchmarks to ensure a campaign is principled, donor-centered, and sustainable. This toolkit offers best practices that enhance confidence and effectiveness in charitable gift planning.