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
Philanthropy Toolkit
Advisors Are Underestimating Charitable Giving
Advisors Are Underestimating Charitable Giving
The toolkit is a practical step-by-step resource designed to help you, your family, and your advisors engage in thoughtful conversations, be effective in your charitable giving, and anchor your philanthropy around what most deeply inspires you.
Advisors Are Underestimating Charitable Giving
Advisors Are Underestimating Charitable Giving
Advisors Are Underestimating Charitable Giving
Financial advisors have traditionally been in the business of accumulating money; one need look no further than the hard-dying value placed on AUM for proof. However, a recent study by Fidelity Charitable suggests that advisors may be missing opportunities by not helping their clients give money away.
Fundamentals
Philanthropy vs. Charity
3 Strategies to Catapult Your Planned Giving Program
Planning for Gift Planning in a Campaign
Planning for Gift Planning in a Campaign
3 Strategies to Catapult Your Planned Giving Program
Planning for Gift Planning in a Campaign
3 Strategies to Catapult Your Planned Giving Program
3 Strategies to Catapult Your Planned Giving Program
Effective Philanthropy Learning Initiative: Advisor's Corner
Effective Philanthropy Learning Initiative: Advisor's Corner
Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)
Effective Philanthropy Learning Initiative: Advisor's Corner
4 Tips for Recruiting Donors to Your Planned Giving Program
Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)
Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)
Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)
Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)
Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)
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
An uneasy fundraiser's plan for planned giving
Getting Over The “Ick” Factor in Planned Giving Conversations
Getting Over The “Ick” Factor in Planned Giving Conversations
How to (Re)Launch Your Planned Giving Program
Getting Over The “Ick” Factor in Planned Giving Conversations
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
Financial Planning
Navigating the Great Wealth Transfer Across Multiple Generations
Data Shows Advisors Don’t Get Philanthropy It’s time to get educated before it’s too late.
The Close Relationship Between Financial Planning and Estate Planning
The Close Relationship Between Financial Planning and Estate Planning
Data Shows Advisors Don’t Get Philanthropy It’s time to get educated before it’s too late.
The Close Relationship Between Financial Planning and Estate Planning
Data Shows Advisors Don’t Get Philanthropy It’s time to get educated before it’s too late.
Data Shows Advisors Don’t Get Philanthropy It’s time to get educated before it’s too late.
Data Shows Advisors Don’t Get Philanthropy It’s time to get educated before it’s too late.
Charitable Remainder Trusts: A Retrospective with an Eye to the Future
Charitable Remainder Trusts: A Retrospective with an Eye to the Future
Data Shows Advisors Don’t Get Philanthropy It’s time to get educated before it’s too late.
How AI is Assisting Advisors in Providing Estate Planning Insights
Charitable Remainder Trusts: A Retrospective with an Eye to the Future
How AI is Assisting Advisors in Providing Estate Planning Insights
Data Shows Advisors Don’t Get Philanthropy
Charitable Remainder Trusts: A Retrospective with an Eye to the Future
How AI is Assisting Advisors in Providing Estate Planning Insights
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
Strategic Planning
Demystify Your Planned Giving (Fundraising Strategy)
Strategic Philanthropy: Differentiating Between Planned Giving and Charitable Gift Planning
Strategic Philanthropy: Differentiating Between Planned Giving and Charitable Gift Planning
Strategic Philanthropy: Differentiating Between Planned Giving and Charitable Gift Planning
Strategic Philanthropy: Differentiating Between Planned Giving and Charitable Gift Planning
Strategic Philanthropy: Differentiating Between Planned Giving and Charitable Gift Planning
Emerging Trends in Planned Giving: What Every Fundraiser Should Know
Strategic Philanthropy: Differentiating Between Planned Giving and Charitable Gift Planning
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
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
Planned Giving Strategies for Endowments & Foundations
Planned Giving Strategies for Endowments & Foundations
Planned Giving Strategies for Endowments & Foundations
The Future of Planned Giving
Planned Giving Strategies for Endowments & Foundations
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
4 Tips for Recruiting Donors to Your Planned Giving Program
How the Right Marketing Strategies Can Enhance Your Planned Giving Program
How the Right Marketing Strategies Can Enhance Your Planned Giving Program
How the Right Marketing Strategies Can Enhance Your Planned Giving Program
How the Right Marketing Strategies Can Enhance Your Planned Giving Program
How the Right Marketing Strategies Can Enhance Your Planned Giving Program
Level-Up Your Fundraising, Planned Giving
How the Right Marketing Strategies Can Enhance Your Planned Giving Program
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
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
5 Ways Your Nonprofit Website Can Promote Planned Giving
Demystifying Planned Giving Marketing: Secrets for Success
Demystifying Planned Giving Marketing: Secrets for Success
Demystifying Planned Giving Marketing: Secrets for Success
Demystifying Planned Giving Marketing: Secrets for Success
Demystifying Planned Giving Marketing: Secrets for Success
How to Add Legacy Giving to Year-End Appeals
Demystifying Planned Giving Marketing: Secrets for Success
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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