Over the past few years there has been a proliferation of online will planners, spurred on in large part by the number of people who adopted a no-contact, do-it-yourself approach to everything they could during the pandemic. Some are embracing the wave, some are despising it. Join our webinar to find out more.
The Planned Giving Authority
Signature Services
Training
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Tools & Content
Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.
Planned Giving Wiki
Learn and prosper! Comprehensive information resource.-
Training
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
Tools & Content
Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.
(Feature Article: Anne McClintock Harvard University)
Learn and prosper! Comprehensive information resource.Top Categories
