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Pocket Guide For Major Gifts Officers

Separate Gift Comparison Chart included at no charge.

Everyone on your team should have an idea what planned giving is about. This small booklet will enable staff members to “begin” a conversation and make donors feel comfortable that their’s a team behind their philanthropic efforts.


  • Educate Your Team
  • Jumpstart Their Career
  • Inspire Legacy Gifts

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

[NOTE: this Pocket Guide is included with the Boot Camp.]