Resources

April

List of our Esteemed Members

Slide Deck: Why Start With Bequests? (from the April 14 webinar)

May

Slide Deck: Top Prospect Identification (from the May 5 webinar)

Slide Deck: Website and Activity Tracking (from the May 12 webinar)

Sample Planned Giving Web Page Copy

Sample Activity Tracking Template

Professor James’s Research — From this month’s podcast, here’s the blog post talking about Professor Raymond James’s research.

June

Slide Deck: Top Prospect Solicitation (from the June 9 webinar)

Sample Top Prospect Solicitation Note

Sample Bequest

Documenting Your Bequests (from the June 16 webinar)

(Welcome) Sample Gift Documentation Form

JuLY

Slide deck: 10-Tier II Prospect Identification & Solicitation

Sample Reply Card

Sample Tier II Solicitation Letter

Sample Tier II Solicitation Letter: No. 2