Resources Tools and templates to help you build your Planned Giving program. Calendar Webinars Podcasts Resources Networking 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
