Resources Tools and templates to help you build your Planned Giving program. Calendar Webinars Podcasts Resources Networking January Esteemed Member List — Connect with your fellow members of the inaugural Planned Giving Accelerator. Ask Me Anything chat file: January 27, 2021 — Includes a conversation about development software systems. Slide Deck: Why Start With Bequests February Slide Deck: Identifying Your Top Prospects Professor James’s Research — From this month’s podcast, here’s the blog post talking about Professor Raymond James’s research. Slide Deck: Your Website & Activity Tracking Sample Planned Giving Web Page Copy Sample Activity Tracking Template March Slide Deck: Top Prospect Solicitation — From the March 3, 2021 webinar Sample Top Prospect Solicitation Note Sample Bequest Welcome! (Sample Gift Recognition Form) Slide Deck: Bequests and Top Donor Solicitation APRIL Slide Deck: Identifying Your Tier II Prospects — From the April 7, 2021 webinar Slide Deck: Planning Your Tier II Solicitations — From the April 14, 2021 webinar
