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