This is the simplified yet more of a “100-mile-high-view” version of our Pocket Guide for Professional Gift Planners.
Want your program to grow? Begin with this booklet. It is for all the “MGOs” in your staff … yet works for CEOs and administrative staff too. Specifically developed with the Major Gifts Officer in mind.
- Who to Ask
- What to Ask For
- How to Ask
- 3 Most Popular Types of Planned Gifts
- Beneficiary Designations
- Bequests
- Blended Gifts
- Other Types of Planned Gifts (with diagrams)
- Gifts That Pay Income (CGAs, Unitrusts, PIFs, etc.)
- Gifts That Protect Donor’s Assets (Lead Trusts, Bargain Sale, Etc.)
- Gifts of Personal Property
- Donor Advised Funds
- Your First Next Steps
- Planned Giving Elevator Pitches
