Tag: Planned Giving
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Webinar: Cognitive Impairment in Donors: Identifying Issues & Applying Best Practices
Join this webinar about the prevalence of cognitive impairment in donor populations and suggest strategies.
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Webinar: Legacy Building: The Power of Planned Giving, Simplified
Join us for a dynamic webinar that will help you engage donors in meaningful conversations about planned giving
“SECURE Act 2.0” Offers New Opportunity for Charitable Gift Planning
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How to Market Stock Gifts
Make sure your donors are informed about the opportunity to give securities.
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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.
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Be Ready to Accept Stock Gifts
Set up the policies procedures that make it easy for donors to give stock.
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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.
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Planned Gift Stewardship
Show gratitude, demonstrate impact, and ensure legal compliance for every intended or delivered planned gift.
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Planned Giving Marketing Samples and Templates
Sample scripts and audio to market your planned giving program.