Tag: Planned Giving
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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.
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Marketing Your Planned Giving Program
Find out the best frequency and timing for your planned giving marketing efforts.
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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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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.