Resources

101 Conversation Starters

Over 92.5% of Planned Gifts Are Bequests. Get the LegacyPlanner™.

Resources

QCD to Life Income Gift Cheat Sheet (PDF)

Guide to Charitable IRA Rollover Donations/QCD (PDF)

Planned Giving Stats, Myths, Facts

Wills and Estate Planning Facts and Stats

Anatomy of a Bequest (royalty-free infographic)

What Is Planned Giving?

What is a Blended Gift?

“Convince Your Board” Tools

Planned Giving Videos

The Importance of Planned Giving

Donor Story Writing Services

Types of Planned Gifts (Videos, Descriptions, Donor Profiles)

Famous Philanthropy Quotes (Wise Sayings)

Planned Giving Marketing Advice – 10 Strategies

Nonprofit Facts and Tidbits