Resources

Webinar

Planned Giving Policies with Integrity

September 30, 2024 || 11:00 a.m. (et)

A complimentary, one-hour webinar where together we look at how to craft, update, and honor planned giving gift acceptance policies.

The ABC’s of Planned Giving

Download this quick and easy guide to common terminology in planned giving, aka charitable gift planning.

Fractional Planned Giving Case Study

This case study looks at the challenges a mid-sized non-profit was facing and how a fractional planned giving director helped overcome those obstacles.

Find Your Planned Giving Potential With Our Custom Calculators

What Is Planned Giving

This video training and accompanying deck provides a baseline understanding of planned giving, the important instruments available, and why yesterday was the best day to get started (and today is the second best).