Eastern Iowa Planned Giving Council
Eastern Iowa Planned Giving Council
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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

3 Strategies To Catapult Your Planned Giving Program

Effective Philanthropy Learning Initiative: Advisor's Corner

Effective Philanthropy Learning Initiative: Advisor's Corner

 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. 

Learn more - Orr Group

Effective Philanthropy Learning Initiative: Advisor's Corner

Effective Philanthropy Learning Initiative: Advisor's Corner

Effective Philanthropy Learning Initiative: Advisor's Corner

 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. 

Learn more - Stanford PACS

Fundamentals

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)

Association of Fundraising Professionals

Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)

Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)

Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)

National Association of Charitable Gift Planners

Getting Over The “Ick” Factor in Planned Giving Conversations

Charitable Beneficiary IRA Distribution Resource Center (RIFT Project)

Getting Over The “Ick” Factor in Planned Giving Conversations

Veritas Group

An uneasy fundraiser's plan for planned giving

Raising Major Gifts Takes Accountability: 3 Ways to Stay on Track

Getting Over The “Ick” Factor in Planned Giving Conversations

Philanthropy Daily

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

Amy Eisenstein

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

The Stelter Company

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

Target Analytics, a Blackbaud Company

Planned Giving Toolkit

How to Start a Successful Planned Giving Program

Are You Ready to Start a Planned Giving Program

California Community Foundation

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

Veritus Group

5 Fundamentals for your Planned Giving Program in the New Year

The Primal Fundraiser: Game theory and the natural origins of effective fundraising

5 Fundamentals for your Planned Giving Program in the New Year

The Stelter Company

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

Veritus Group

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

Professor Russell James

Financial 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.

Wealth Management

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.

Data Shows Advisors Don’t Get Philanthropy It’s time to get educated before it’s too late.

Wealth Management

How AI is Assisting Advisors in Providing Estate Planning Insights

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

Wealth Management

Data Shows Advisors Don’t Get Philanthropy

Philanthropic Planning: How a Focus on Philanthropy Can Help Grow an Advisory Practice – Key Takeawa

How AI is Assisting Advisors in Providing Estate Planning Insights

Wealth Management

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

Foundation Source

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

Fidelity Charitable

Allocating Retirement Assets to Philanthropy

You're a Financial Planner...Now What? The Financial Power of Philanthropy

The Five Key Financial Planning Trends That Will Impact Giving

Wealth Management

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

Stelter Company

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

Financial Planning Association

Charitable Lead Trusts: Not Just for the Super-Rich

Charitable Lead Trusts: Not Just for the Super-Rich

You're a Financial Planner...Now What? The Financial Power of Philanthropy

PG Calc

How I Plan to Raise $10B for Charity

Charitable Lead Trusts: Not Just for the Super-Rich

How I Plan to Raise $10B for Charity

WealthManagement.com

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

The Nonprofit Show

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

Heaton Smith Group

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

Nonprofit Fundraising

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

FreeWill

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

Selter Company

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

Veritus Group

Planned Giving Strategies for Endowments & Foundations

Planned Giving Strategies for Endowments & Foundations

Planned Giving Strategies for Endowments & Foundations

CAPTRUST

The Future of Planned Giving

Planned Giving Strategies for Endowments & Foundations

Planned Giving Strategies for Endowments & Foundations

Center for Major Gifts

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

Market Smart

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

Planned Giving Marketing

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 Stelter Company

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

Stanford PACS

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

Crescendo

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

Faircom New York

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

Professor Russell James

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 Stelter Company

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

Professor Russell James

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

Professor Russell James

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

Veritus Group

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

The Stelter Company

Marketing and Promotion

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

Blackbaud

Level-Up Your Fundraising, Planned Giving

How the Right Marketing Strategies Can Enhance Your Planned Giving Program

How the Right Marketing Strategies Can Enhance Your Planned Giving Program

StatusLive

Planned Giving Marketing: 11 Transformative Tips & Strategies

How the Right Marketing Strategies Can Enhance Your Planned Giving Program

Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving

PlannedGiving.com

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

Bloomerang

The Name is the Game: Memberships and Named Gift Opportunities

Your Donor Population Is Aging: 13 Tips To Engage Older Donors & Encourage Planned Giving

The Name is the Game: Memberships and Named Gift Opportunities

Raise-Funds

5 Ways Your Nonprofit Website Can Promote 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

Bonterra

Demystifying Planned Giving Marketing: Secrets for Success

Demystifying Planned Giving Marketing: Secrets for Success

Demystifying Planned Giving Marketing: Secrets for Success

Kathryn W. Miree & Associates, Inc.

How to Add Legacy Giving to Year-End Appeals

Demystifying Planned Giving Marketing: Secrets for Success

Demystifying Planned Giving Marketing: Secrets for Success

Network for Good

12-Month Planned Giving Marketing Plan

Demystifying Planned Giving Marketing: Secrets for Success

Transparent Reputations and Nonprofit Organizations

Network for Good

Transparent Reputations and Nonprofit Organizations

Transparent Reputations and Nonprofit Organizations

Transparent Reputations and Nonprofit Organizations

CAPTRUST

Additional Resource Centers

National Association of Charitable Gift Planners


Charitable Solutions


CAPTRUST

Copyright © 2023 Eastern Iowa Planned Giving Council - All Rights Reserved. Contact EIPGC at eipgcevents@gmail.com

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