Estate and Gift Planning, Tip # 9

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.

Estate and Gift Planning, Tip #4

Jeff Wolf from the National Church Residences recommends the following books for start up gift planners:

My “go to” expert on planned giving recommends the following:

Robert Sharpe’s book:  Planned Giving Simplified: The Gift, The Giver, and the Gift Planner  (AFP/Wiley Fund Development Series)

Many people like Debra Ashton’s book The Complete Guide to Planned Giving.  It is probably more technical.

For real technical stuff, Planned Giving: A Guide to Fundraising and Philanthropy, by Katelyn Quynn and  Ronald Jordan

Estate and Gift Planning, Tip #3

Writing about this kind of giving need not be complicated. Here is a short piece on my parish's website talking about estate giving.

http://www.gracetraversecity.org/serve/stewardship/estate-giving/

I posted it on the parish's Facebook page and put it out on my Twitter feed.