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Downloadable resources

FilePasswordAction
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 
Planned Gift Calculations You Should Understand 11-2019 
Bequest Administration and a Little Beyond 10-2019 
Surveying Planned Giving Prospects 09-2019 
Tax Info Every Gift Planner Should Know 08-2019 
The Hidden Code of End-of-life Decisions 07-2019 
Shifting the Conversation from Cash to Assets 06-2019 
Understanding Your Gift Annuity Program 05-2019 
Why Donor Advised Funds and Supporting Organizations Are a Gift Planner’s Friend 04-2019 
The Do’s and (a Few) Don'ts of Gifts from IRAs 03-2019 
Advanced Gift Annuities 02-2019 
What, Me Worry? When to Say No (or Yes!) to a Gift 01-2019 
Marketing in the Age of Trump 12-2018.pdf 
Building and Maintaining the Testamentary Gifts Pipeline 11-2018 
Top 10 Planned Gift Marketing Strategies from Scientific Research 10-2018 
What Your Gift Administrator Can Do for You 09-2018 
What to Use and When: CGAs vs CRATs and CRUTs 08-2018 
Regaining Momentum in Your Planned Giving Program 07-2018 
Taxation Basics for Gift Planners 06-2018 
Making Sense of State Gift Annuity Regulations 05-2018 
Extend Your Reach: Make Major Gift Officers Active Partners in Gift Planning 04-2018 
Working with Younger Donors 03-2018 
Donor Restrictions – What Will They Think of Next 02-2018 
Dear Donor, Please Forgive Me: Avoiding Gift Annuity Mistakes 01-2018 
  • 0.22 KB File Size
  • 31 File Count
  • August 25, 2020 Last Updated