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12 Month Planned Giving Marketing Plan (44 Pages)
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12-Month Planned Giving Marketing Plan (Calendar Template)
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15 Conversation Starters With Your Donors
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25 Conversation Starters
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31 Questions to Ask Donors
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A Lasting Tribute
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CHEAT SHEET: Secure Act 2.0 a/k/a “Legacy IRA” legislation
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Donor Characteristics Table
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Donor Story Form
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Gift Comparison Chart
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Importance of Estate Planning
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IRA Rollover In-House Tools
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IRA Solicitation Letter
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Sale!
National Make a Will Month (postcard template)
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Sample Codicil
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Special Needs Trust
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