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Downloadable resources

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 
  • 0.22 KB File Size
  • 16 File Count
  • April 12, 2021 Last Updated