Tag: Planned Giving

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New! Resource in Major and Planned Giving

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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New! Resource in Major and Planned Giving

Planned Gift Stewardship

Show gratitude, demonstrate impact, and ensure legal compliance for every intended or delivered planned gift.

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Resource in Major and Planned Giving

Planned Giving Marketing Samples and Templates

Sample scripts and audio to market your planned giving program.

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New! Resource in Major and Planned Giving

Marketing Your Planned Giving Program

Find out the best frequency and timing for your planned giving marketing efforts.

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New! Resource in Major and Planned Giving

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.

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New! Resource in Major and Planned Giving

Identifying and Qualifying Planned Giving Prospects

How to discover the donors who wish to have an impact on your organization as part of their legacy.

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New! Resource in Major and Planned Giving

Planned Giving Types and Techniques

Understand all the ways a donor can choose to make a planned gift to your organization.

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Resource in Major and Planned Giving

PMDMC Summer Series | Marketing Ideas for Your Planned Giving Program

Discover how to build and maintain an effective planned giving program by incorporating various marketing techniques.