Resources

Planned Giving Boot Camp

This eight-week virtual boot camp is designed with the day-to-day fundraiser in mind. You won’t spend hours pouring over tax code or IRS regulations. You learn the key details of the most common types of planned gifts and your important (and natural) role in the more complex planned gifts.

Seating is intentionally limited to provide for smaller cohort size and more personalized instruction.

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).

Learn from what we share as guests on some of the most popular podcasts