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Resources

 

Tools and templates to help you build your Planned Giving program.

  • Calendar
  • Podcasts
  • Resources
  • Webinars

March

Accelerator Week 2

Bequests Slides

 Accelerator Week 3

Top Prospect Identification & Solicitation Slides
Sample Bequest
Sample Top Prospect Solicitation Note or Letter

 Accelerator Week 4

Top Prospect Identification & Solicitation Slides
Sample Tier II Solicitation Letter – Email 1
Sample Tier II Solicitation Letter – Email 2
Sample Reply Card

April

 Accelerator Week 5

Bequest Documentation, Activity Tracking & Your Website Slides
Welcome! (sample gift documentation form)
Sample activity tracking template
Sample web page copy

 Accelerator Week 7

Your Recognition Society Slides

 Accelerator Week 8

Your Board Presentation & Multichannel Marketing Slides
Sample Board Presentation
Sample Annual Report Ad/Donor Listing
Sample Sidebar
Sample Buckslip
Sample Article

May

 Accelerator Week 9

Probate & Your Role In It Slides
Sample Reply Card

 Accelerator Week 11

Beyond Bequests Slides

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