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
Avoid Year-End Stress: Discuss Charitable Giving With Clients Now
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
"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."
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
"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."
Fundamentals
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
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
Are You Ready to Start a Planned Giving Program
Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track
Are You Ready to Start a Planned Giving Program
Planned Giving Toolkit
5 Fundamentals for your Planned Giving Program in the New Year
Are You Ready to Start a Planned Giving Program
How to Start a Successful Planned Giving Program
5 Fundamentals for your Planned Giving Program in the New Year
5 Fundamentals for your Planned Giving Program in the New Year
5 Fundamentals for your Planned Giving Program in the New Year
5 Fundamentals for your Planned Giving Program in the New Year
5 Fundamentals for your Planned Giving Program in the New Year
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
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
The Primal Fundraiser: Game theory and the natural origins of effective fundraising
Identifying Planned Giving Prospects in Your Current Donor Pool
Conversations
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
Inspiring the Next Generation: How to Engage Millennials and Gen Z in Planned Giving
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
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors
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
Financial Planning
25 Steps for Estate Planning
Embracing Client Relationships Through Charitable Giving
Embracing Client Relationships Through Charitable Giving
Embracing Client Relationships Through Charitable Giving
Embracing Client Relationships Through Charitable Giving
Embracing Client Relationships Through Charitable Giving
Donor Pipeline Assessment
Embracing Client Relationships Through Charitable Giving
Visual Planned Giving: Law and Taxation
Visual Planned Giving: Law and Taxation
Visual Planned Giving: Law and Taxation
Visual Planned Giving: Law and Taxation
A Deep Dive Into Community Foundations
Visual Planned Giving: Law and Taxation
A Deep Dive Into Community Foundations
Marketing and Promotion
The Name is the Game: Memberships and Named Gift Opportunities
The Name is the Game: Memberships and Named Gift Opportunities
The Name is the Game: Memberships and Named Gift Opportunities
5 Ways Your Nonprofit Website Can Promote Planned Giving
The Name is the Game: Memberships and Named Gift Opportunities
The Name is the Game: Memberships and Named Gift Opportunities
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
Demystifying Planned Giving Marketing: Secrets for Success
12-Month Planned Giving Marketing Plan
Transparent Reputations and Nonprofit Organizations
Transparent Reputations and Nonprofit Organizations
Transparent Reputations and Nonprofit Organizations
Transparent Reputations and Nonprofit Organizations
Transparent Reputations and Nonprofit Organizations
Additional Resource Centers
Copyright © 2023 Eastern Iowa Planned Giving Council - All Rights Reserved. Contact EIPGC at eipgcevents@gmail.com
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