Resource Center
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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.
Featured Resources
Data Shows Advisors Don’t Get Philanthropy
Getting Over The “Ick” Factor in Planned Giving Conversations
Getting Over The “Ick” Factor in Planned Giving Conversations
A Charities Aid Foundation (CAF) survey of more than 200 independent financial advisors, wealth managers and planners found that just one in 20 advisors (5%) felt “very confident” discussing philanthropy with clients -- much less advising them on it. Nearly three-quarters of surveyed advisors (72%) didn’t include philanthropy as part of their initial fact-finding with clients, despite one in five (21%) saying they saw a direct link between providing philanthropic advice and winning new business.
Getting Over The “Ick” Factor in Planned Giving Conversations
Getting Over The “Ick” Factor in Planned Giving Conversations
Getting Over The “Ick” Factor in Planned Giving Conversations
If you are newer to the world of planned giving, or perhaps you’re an MGO or MLO being asked to have planned gift conversations with your donors, you may be experiencing what I call “The Ick Factor.” The first time you learn about some of the strategies used in planned giving, you may feel a little squirmy due to how personal these conversations can be.
Fundamentals
An uneasy fundraiser's plan for planned giving
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
How to (Re)Launch Your Planned Giving Program
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
Are You Ready to Start a Planned Giving Program
Are You Ready to Start a Planned Giving Program
How to Start a Successful Planned Giving Program
Are You Ready to Start a Planned Giving Program
Planned Giving Toolkit
How to Start a Successful Planned Giving Program
How to Start a Successful Planned Giving Program
How to Start a Successful Planned Giving Program
How to Start a Successful Planned Giving Program
How to Start a Successful Planned Giving Program
5 Fundamentals for your Planned Giving Program in the New Year
The Primal Fundraiser: Game theory and the natural origins of effective fundraising
The Biggest Programs with Planned Giving (and What to Do about them)
The Biggest Programs with Planned Giving (and What to Do about them)
The Primal Fundraiser: Game theory and the natural origins of effective fundraising
The Biggest Programs with Planned Giving (and What to Do about them)
The Primal Fundraiser: Game theory and the natural origins of effective fundraising
The Primal Fundraiser: Game theory and the natural origins of effective fundraising
The Primal Fundraiser: Game theory and the natural origins of effective fundraising
Identifying Planned Giving Prospects in Your Current Donor Pool
Identifying Planned Giving Prospects in Your Current Donor Pool
The Primal Fundraiser: Game theory and the natural origins of effective fundraising
Financial Planning
Philanthropic Planning: How a Focus on Philanthropy Can Help Grow an Advisory Practice – Key Takeawa
Philanthropic Planning: How a Focus on Philanthropy Can Help Grow an Advisory Practice – Key Takeawa
Philanthropic Planning: How a Focus on Philanthropy Can Help Grow an Advisory Practice – Key Takeawa
Study finds next-generation investors are seeking financial advisor guidance on charitable planning
Philanthropic Planning: How a Focus on Philanthropy Can Help Grow an Advisory Practice – Key Takeawa
Philanthropic Planning: How a Focus on Philanthropy Can Help Grow an Advisory Practice – Key Takeawa
Allocating Retirement Assets to Philanthropy
Philanthropic Planning: How a Focus on Philanthropy Can Help Grow an Advisory Practice – Key Takeawa
The Five Key Financial Planning Trends That Will Impact Giving
The Five Key Financial Planning Trends That Will Impact Giving
You're a Financial Planner...Now What? The Financial Power of Philanthropy
The Five Key Financial Planning Trends That Will Impact Giving
You're a Financial Planner...Now What? The Financial Power of Philanthropy
You're a Financial Planner...Now What? The Financial Power of Philanthropy
You're a Financial Planner...Now What? The Financial Power of Philanthropy
Charitable Lead Trusts: Not Just for the Super-Rich
You're a Financial Planner...Now What? The Financial Power of Philanthropy
You're a Financial Planner...Now What? The Financial Power of Philanthropy
How I Plan to Raise $10B for Charity
The Blended Gift Is Here. Are You Prepared?
The Blended Gift Is Here. Are You Prepared?
The Blended Gift Is Here. Are You Prepared?
The Blended Gift Is Here. Are You Prepared?
The Blended Gift Is Here. Are You Prepared?
Charitable Gift Annuities 101
The Blended Gift Is Here. Are You Prepared?
6 Legacy Planning Questions to Ask Yourself in 2024
6 Legacy Planning Questions to Ask Yourself in 2024
Avoid Year-End Stress: Discuss Charitable Giving With Clients Now
6 Legacy Planning Questions to Ask Yourself in 2024
A Spectrum of Legacies
Avoid Year-End Stress: Discuss Charitable Giving With Clients Now
Avoid Year-End Stress: Discuss Charitable Giving With Clients Now
Avoid Year-End Stress: Discuss Charitable Giving With Clients Now
Avoid Year-End Stress: Discuss Charitable Giving With Clients Now
Avoid Year-End Stress: Discuss Charitable Giving With Clients Now
Strategic Planning
Emerging Trends in Planned Giving: What Every Fundraiser Should Know
Giving USA 2024: Inside the Numbers - Plus a Look Back and a Look Ahead
Emerging Trends in Planned Giving: What Every Fundraiser Should Know
Webinar: 3 massive trends affecting planned giving in 2024
Giving USA 2024: Inside the Numbers - Plus a Look Back and a Look Ahead
Emerging Trends in Planned Giving: What Every Fundraiser Should Know
Giving USA 2024: Inside the Numbers - Plus a Look Back and a Look Ahead
Giving USA 2024: Inside the Numbers - Plus a Look Back and a Look Ahead
Giving USA 2024: Inside the Numbers - Plus a Look Back and a Look Ahead
Creating Strategic Plans and Goals for Every Major Donor
Creating Strategic Plans and Goals for Every Major Donor
Giving USA 2024: Inside the Numbers - Plus a Look Back and a Look Ahead
Planned Giving Strategies for Endowments & Foundations
Creating Strategic Plans and Goals for Every Major Donor
Planned Giving Strategies for Endowments & Foundations
The Future of Planned Giving
Creating Strategic Plans and Goals for Every Major Donor
Planned Giving Strategies for Endowments & Foundations
Conversations
3 Ways Major Gift Fundraisers Can Talk About Legacy Giving Without Reminding Donors About Death
3 Ways Major Gift Fundraisers Can Talk About Legacy Giving Without Reminding Donors About Death
3 Ways Major Gift Fundraisers Can Talk About Legacy Giving Without Reminding Donors About Death
Are you 85? I didn’t think so …
3 Ways Major Gift Fundraisers Can Talk About Legacy Giving Without Reminding Donors About Death
3 Ways Major Gift Fundraisers Can Talk About Legacy Giving Without Reminding Donors About Death
Inspire Your Donors to Create Legacy Gifts: Earn Their Hearts and Their Support
3 Ways Major Gift Fundraisers Can Talk About Legacy Giving Without Reminding Donors About Death
Inspire Your Donors to Create Legacy Gifts: Earn Their Hearts and Their Support
The Stanford PACS Philanthropy Toolkit
Inspiring the Next Generation: How to Engage Millennials and Gen Z in Planned Giving
Inspire Your Donors to Create Legacy Gifts: Earn Their Hearts and Their Support
Inspiring the Next Generation: How to Engage Millennials and Gen Z in Planned Giving
Inspiring the Next Generation: How to Engage Millennials and Gen Z in Planned Giving
Inspiring the Next Generation: How to Engage Millennials and Gen Z in Planned Giving
Reshape the Planned Giving Conversation
Inspiring the Next Generation: How to Engage Millennials and Gen Z in Planned Giving
Inspiring the Next Generation: How to Engage Millennials and Gen Z in Planned Giving
The Socratic Fundraiser: Using Questions to Advance the Donor’s Story
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors
The Epic Fundraiser: Myth, psychology, and the universal hero story
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors
The Epic Fundraiser: Myth, psychology, and the universal hero story
Inside the Mind of the Bequest Donor
How to talk about death with your donors: 3 nonprofits' strategies
The Epic Fundraiser: Myth, psychology, and the universal hero story
Creating Strategic Plans and Goals for Every Major Donor
How to talk about death with your donors: 3 nonprofits' strategies
How to talk about death with your donors: 3 nonprofits' strategies
How to talk about death with your donors: 3 nonprofits' strategies
How to talk about death with your donors: 3 nonprofits' strategies
How to talk about death with your donors: 3 nonprofits' strategies
Marketing and Promotion
Level-Up Your Fundraising, Planned Giving
Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving
Planned Giving Marketing: 11 Transformative Tips & Strategies
Planned Giving Marketing: 11 Transformative Tips & Strategies
Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving
Planned Giving Marketing: 11 Transformative Tips & Strategies
Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving
Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving
Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving
The Name is the Game: Memberships and Named Gift Opportunities
The Name is the Game: Memberships and Named Gift Opportunities
Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving
5 Ways Your Nonprofit Website Can Promote Planned Giving
The Name is the Game: Memberships and Named Gift Opportunities
Demystifying Planned Giving Marketing: Secrets for Success
Demystifying Planned Giving Marketing: Secrets for Success
The Name is the Game: Memberships and Named Gift Opportunities
Demystifying Planned Giving Marketing: Secrets for Success
How to Add Legacy Giving to Year-End Appeals
Transparent Reputations and Nonprofit Organizations
How to Add Legacy Giving to Year-End Appeals
12-Month Planned Giving Marketing Plan
Transparent Reputations and Nonprofit Organizations
How to Add Legacy Giving to Year-End Appeals
Transparent Reputations and Nonprofit Organizations
Transparent Reputations and Nonprofit Organizations
Transparent Reputations and Nonprofit Organizations
Additional Resource Centers
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