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.
"Most high-net-worth and ultra-high-net-worth clients are aware of the challenges that their favorite charities continue to face as well as frequent world, national and local crises. At the same time, in spite of volatile markets and inflation, they are aware that with the help of their advisors, their own net worth has continued to increase. As a result, many donors, especially those who have established DAF accounts, have been very generous in their grantmaking. Unfortunately, the recent Giving USA report indicated that the amount of giving dropped last year for only the fourth time in the past 65 years."
"We’re all aging, right? Here are practical tips on how to engage your aging donors and encourage planned giving. These tips include how to make a planned gift request without making it awkward. It is essential to adapt your fundraising strategies to engage and involve those age 50 and above effectively."