Start your planned giving journey here by exploring these free resources, gathered together to make researching topics easier.
You can also explore the National Association of Charitable Gift Planners for additional resources including webinars and white papers on planned giving topics.
Are you looking to start a planned giving program? Or maybe invigorate an existing one? A planned giving strategy and plan is key to driving culture change and inspiring planned gifts. Without a strategy, your planned giving program is likely to remain reactive or experience slow growth. The right strategy can build a culture of planned giving and inspire many new commitments.
We have curated and developed the materials below to help advisors like you learn about effective philanthropy, and support your clients in elevating their philanthropic practice. You might use this information to refresh your memory about a workshop you attended with us, or maybe you want to share some of these materials in your presentations with your clients.
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