Major and Planned Giving | Planned Giving
Discover everything you need to build relationships with your station’s most generous donors, including proven resources for moves management and step-by-step guides to prepare you for the ask.
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How to Market Stock Gifts
Make sure your donors are informed about the opportunity to give securities.
How to Receive Gifts of Stock
Ensure that you know what is necessary for your donors and your staff to feel great about stock gifts.
Be Ready to Accept Stock Gifts
Set up the policies procedures that make it easy for donors to give stock.
Planned Giving Toolkit
Elevate or launch your station’s planned giving program by identifying, receiving, administering, and stewarding gifts from donors who wish to make a significant impact.
Planned Gift Stewardship
Show gratitude, demonstrate impact, and ensure legal compliance for every intended or delivered planned gift.
Planned Giving Marketing Samples and Templates
Sample scripts and audio to market your planned giving program.
Marketing Your Planned Giving Program
Find out the best frequency and timing for your planned giving marketing efforts.
Making the Case to Leadership for Planned Giving
Learn how to gain buy-in from leadership, plan staffing, and measure the success of your program.