Resources

July

Esteemed Members List

Class III Entry Survey

Slide Deck: Accelerator Meeting 1- Why Start With Bequests?

Slide Deck: Accelerator Meeting 2- Top Prospect Identification

August

Sample Bequest

Slide Deck: Accelerator Meeting 4- Top Prospect Solicitation

Sample Top Prospect Solicitation Note or Letter

Slide Deck: Accelerator Meeting 5- Bequest Documentation, Website & Activity Tracking

Welcome! Sample Gift Documentation Form

Sample Web Page Copy

Slide Deck: Accelerator Meeting 6- Tier II Prospect Identification & Solicitation

Sample Tier II Solicitation Letter- Email 1

Sample Tier II Solicitation Letter- Email 2

Sample Reply Card

Sample Activity Tracking Template

September

Slide Deck: Accelerator Meeting 8- Your Board Meeting

Sample Board Briefing

Slide Deck: Accelerator Meeting 9- Activity Tracking, Redux

October

Sample Annual Report Ad- Donor Listing

Sample Sidebar

Sample Buckslip

Sample Article

Slide Deck: Accelerator Meeting 11- Your Multichannel Marketing

Susan Lyons Bequest Challenge Announcement 1

Susan Lyons Bequest Challenge Announcement 2

November

Slide Deck: Accelerator Meeting 14- Your Recognition Society

Slide Deck: Accelerator Meeting 15- Probate & Your Role In It

December

Slide Deck: Accelerator 18- Your Planned Giving Conversations

January

Slide Deck: Accelerator 20- Beyond Bequests I

Slide Deck: Accelerator 21- Volunteer Training: Bequests & Top Prospect

Susan Lyons Sample Gift Acceptance Policy

February

Sample Revocable Living Trust Solicitation Letter

Accelerator Meeting 23- Beyond Bequests II

Accelerator Meeting 24- Beyond Bequests III

March

Meeting 26 Drawing- 3 Killer Apps with Steve Meyers

April

Accelerator Meeting 29 -Ask Me Anything