Check out "The Ultimate Quick Reference Planned Giving Pocket Guide" by PlannedGiving.com .
It is the best overview guide with "elevator pitches" included. They have variations on this guide for volunteers, board members, and professional advisers.
A nice tool to give every gift planner you know!
I do also like their "When, how, and why to plan a gift." one page chart on the major gift strategies.
Again this is a tool. Tools have to fit donors needs and goals. Not the other way around.
No comments:
Post a Comment