From Annual Gift Giver to Planned Gift Donor

Presented on 9/22/09 at the Community Foundation of Western North Carolina.

Here are links to workshop files and additional resources.

PDF Version of PowerPoint Presentation

Download a sample outline of a Campaign Plan from Live On (PDF).

Info about the Stelter research.

Download clues for listening to and speaking with planned giving prospects, a PDF from the Nebraska Community Foundation.

Visit the site of Partnership for Philanthropic Planning (PPP, formerly NCPG).

“Starting and Building an Endowment” an online July 2009 discussion at The Chronicle of Philanthropy.

Download “Making Planned Giving Work for You,” planned giving strategy tips from Lawrence Henze, J.D., Managing Director of Blackbaud Analytics (PDF).

A link to a page where you can download “Evaluating Gift Planner Performance: A Guide for Charity Managers,” by Tom Cullinan.

Download a copy of “Planned Giving Messages Every CEO Needs to Hear,” by Kathryn W. Miree.