Sector Share: Planned Giving Resources

March 6, 2017

There is a good amount to think about and talk about leading up to the start of a Planned Giving program and/or process.  Along with the information inside our “Did You Know” column and the learning that will be provided at the CNL March 17th workshop, below are some additional resources around planned giving.  We hope you find all this information useful and will get started planning your Planned Giving!

♦   Lassonde, Greg: Step by Step instructions for soliciting bequests and planned gifts, a Blue Avocado Feature Article by Greg Lassonde, available at www.blueavocado/featurearticlemost-legacy-gifts-dont-come-major-donors .  Also available at www.greglassonde.com

♦   Murphy, Phil: see www.plannedgivingcoach.com for free information, including sample letters to prospects regarding both quests and life income gifts

♦   The Partnership for Philanthropic Planning at www.pppnet.org is the standard setting organization in laws and practices concerning bequests and other forms of legacy giving. It publishes an online magazine called The Journal of Gift Planning.

♦   Planned Giving Today, is a monthly newsletter, with a marketing focus, available by subscription at www.liebertpub.com/pgt.

♦   Yee, Audry: For more information on fundraising professionals, see https://afpgoldengate.imiscloud.com/Public/NPD/Volunteer_Committees.aspx.

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