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Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

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Personal and professional development courses for MGOs. Includes community job board.

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The Planned Giving Authority

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Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.

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Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

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FAQs, Resources, Quizzes. Advice. Press

Training

Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).

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Planned Giving in a Box

Tools & Content

Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.

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Giving Tomorrow Magazine
(Feature Article: Anne McClintock Harvard University)

Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

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How Far is Too Far?

“It’s never government, the economy, or tax laws that are our enemy. It’s ourselves.”— A CEO of a healthcare foundation, remaining anonymous.

Donor Events. Fun for Business?

Annual Gifts, Giving, Major Gifts, Marketing Planned Giving, Planned Giving Marketing, Relationships

The Gala Gambit: How Much Did Your Donor Event Really Cost? It’s no secret that some fundraisers rely on elaborate gimmicks to separate money from donors’ wallets. In a Disney movie, Daddy Warbucks would come to the rescue, expecting nothing in return for his donation but a feeling of peace and goodwill at the […]

Catholics and Wealth

Giving, Planned Giving for Financial Advisors

Catholics are uniquely at odds with the accumulation of personal wealth. Perhaps, it is because the Gospels and the Acts of the Apostles suggest a vocational lifestyle of communal frugality as the path towards salvation. The Acts of the Apostles, chapter2, verses 44-45 provides a microcosmic glance at the life of the early Church: And […]

Simple Planned Gifts to Market This Year

Giving, Marketing Planned Giving, Planned Giving Marketing, Uncategorized

Did you know that more than 90% of planned gifts are beneficiary designations? And by simply promoting beneficiary designations to your prospects, your organization will see its endowment grow by leaps and bounds. [Here’s a handy Beneficiary Designations Gift Planning Toolkit you can use.] Why? What makes this particular planned gift so attractive? It’s […]

Future of Planned Giving

Giving, Self Improvement

Wondering What’s Ahead? Stop speculating and find out what the movement to merge planned giving with major gifts and principal gifts really means. Download our special report [PDF; instant free download]. Our panel of six industry experts covers topics including, “What are the pros and cons of a merge?” “What are the implications for […]

Philanthropy and Tax Reform

Donald Trump and Charitable Giving, Giving, webinars

Will the new tax law doom your nonprofit? Or will it stimulate the economy and be a fundraising boon?

Is a Planned Giving Website Worth the Money?

Giving, Marketing Planned Giving, Planned Giving for Financial Advisors, Planned Giving Marketing, Relationships

The other day a colleague from another nonprofit, a fairly small one, told me he was leaning away from spending money on a new planned giving website. This is not the first development person I’ve heard struggle with this decision.

Why Getting In The Will Today Matters

Beneficiary Designations, Bequests, Giving, Marketing Planned Giving, Planned Giving Marketing, Relationships

Long-term study shows multiple benefits for charities to get in the estate plan sooner. We all know charitable estate giving is a big deal. In comparison, despite all of the media attention and conversation generated by corporate giving, annual estate giving has always been much larger. (In some years, charitable estate gifts are more than […]

Google Uses Direct Mail Like Crazy

Giving, Planned Giving Marketing, Relationships

So it’s settled. Direct mail is a good idea. My husband and I run a small business. A very small business. So I was a little surprised to find out that we’re on Google’s mailing list. I’d understand if they sent me an email, or maybe a personalized video pop-up on YouTube. But no … […]

There Is Money Out There

Giving, Planned Giving Marketing, Relationships

But did you hear about the doggy hotel your nonprofit is competing with? $175 per night. Your pooch can enjoy a poolside room with a view ($50 extra), an evening backrub ($25 extra), and even a bedtime story ($20 extra).

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Planned Giving Wiki

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Planned Giving Wiki

Signature Services

Training

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Planned Giving Wiki

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