Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.
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Gift Planning Downloads
Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.
Center for Major Gifts
Personal and professional development courses for MGOs. Includes community job board.
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The Planned Giving Authority
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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. - PRODUCTS AND SERVICES
Training
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
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