While the planned giving world isn’t exactly the wizarding world of Harry Potter, believe it or not, there really are some magic words — “power words,” if you prefer — that can make bringing home the endowment bacon a lot more likely.
- COMPANY ASSETS
Company Assets
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.
- ABOUT US
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. - PRODUCTS AND SERVICES
Training
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
Learn and prosper! Comprehensive information resource.Top Categories
- BUNDLED SOLUTIONS
- CONTACT US