Pocket Guide For Major Gifts Officers

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.

$29.95

In stock

Planned Giving Pocket Guide for Major Gifts Officers
This item: Pocket Guide For Major Gifts Officers

In stock

$29.95
$29.95
Weekly Assets Pro Tips Logo
$0.00
$995.00
Three Planned Giving Pocket Guides
$70.00
Planned Giving Pocket Guide for Professional Gift Planners
$39.95
  • Educate Your Team
  • 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.]