Tag: Planned Giving

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.

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

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.