Planned Giving Resources
Start your planned giving journey here by exploring these free resources, gathered together to make researching topics easier.
Fundamentals of Planned Giving Programs
How to (Re)Launch Your Planned Giving Program - The Stelter Company
5 Fundamentals for your Planned Giving Program in the New Year - The Stelter Company
Are You Ready to Start a Planned Giving Program - Target Analytics, a Blackbaud Company
Planned Giving Toolkit - California Community Foundation
How to Start a Successful Planned Giving Program - Veritus Group
The Seven Deadly Sins of Planned Giving - Veritus Group
The Primal Fundraiser: Game theory and the natural origins of effective fundraising - Professor Russell James
Starting the Conversation
4 Helpful Bequest Appeals Inspired by Behavioral Science and Approved by Donors - The Stelter Company
Reshape the Planned Giving Conversation - Faircom New New
The Socratic Fundraiser: Using Questions to Advance the Donor’s Story - Professor Russell James
The Epic Fundraiser: Myth, psychology, and the universal hero story - Professor Russell James
The Storytelling Fundraiser: The brain, behavioral economics, and fundraising story - Professor Russell James
Inside the Mind of the Bequest Donor - Professor Russell James
Financial Planning
Donor Pipeline Assessment - Veritus Group
Visual Planned Giving: Law and taxation - Professor Russell James
Donor Relations
Creating Strategic Plans and Goals for Every Major Donor - Veritus Group
Marketing and Promotion
Demystifying Planned Giving Marketing: Secrets for Success - Kathryn W. Miree & Associates, Inc.
Named Gift Opportunities
Free Webinars and Additional Resources
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