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Downloadable resources

Important Year-end Charitable Giving Strategies 
When You Can't Take Your Donor to Lunch 
Taxation Basics for Fundraisers 
What Should My Donors Do with Their Retirement Assets? 
What Color Is Your CRT? 
A Case Study in Focused Donor Advised Fund Fundraising 
State Regulation of CGAs: From Simple to Downright Complex 
The Retained Life Estate: A Most Underutilized Gift 
Strategic Conversations Lead to Major and Planned Gifts 
Charitable Lead Trusts: No Time Like the Present 
Blended Gifts and Collegial Collaboration 
Bequest Marketing Everyone Should Do 
The Social Work of Fundraising - Meaningful & Frank Conversations That Lead To Great Gifts 
The How and Why of Philanthropic Advising 09-2020 
10 IRS Rules You Need to Know to Help Your Donors Make Great Gifts 08-2020 
QCDs Beyond FAQs: A Deeper Look at the Charitable IRA Rollover 07-2020 
Effective Gift Planning Strategies in Turbulent Times 06-2020 
New Results from 100 Years of National Data 05-2020 
Understanding Tax Issues That Can Lead to Bigger Gifts 04-2020 
Gifts of Life Insurance 03-2020 
Calming Troubled Waters: Getting IRA Death Proceeds in a Timely Manner 02-2020 
A Paradigm for Effective Bequest Fundraising – From Prospect Identification to Realization 01-2020 
Real World Lessons from Real World Planned Gifts 12-2019 
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  • November 30, 2021 Last Updated