Resources

Four Good Reasons For, And Four Good Questions To Ask About Planned Giving (DOWNLOAD)

Nine tips for making a successful donor call (DOWNLOAD)

PLANNED GIVING MENTOR: From the files of Planned Giving Mentor, reprinted articles with helpful tips written especially for the professional who is new to planned giving, starting up a new program, or resurrecting an old one.

Job Board

The articles on this page have been written and published for the benefit of the planned giving community.

Readers are invited to distribute or publish them in hard copy or in electronic form on the conditions that their content remain unchanged, and that the publishers are credited as their source.

	*Integrating Planned Giving in the Small Shop*
		by Jack Miller CFRE Tips for starting a planned giving program.
	*Building Your Development Program on Solid Ground*
		by Jack Owen, Esq. A Gift Acceptance Policy Template
	*Overkill Marketing*
		by Vince Fraumeni and James Pierson How to make your prospects tune out without really trying.
	*A Useless Planned Giving Website*
		by Viken Mikaelian with Gary Hopkins Build a website and everyone will visit. Really? What you can do to make your site work for you.
	*Dinosaur Development*
		by Adam Corson-Finnerty, Development Director for the University of Pennsylvania Library System. Hard hitting comments from a seasoned fundraiser and pioneer user of the Internet. ... you are losing money, you are losing constituents, and you are losing "mindshare." ... I contend that the first place to focus your Internet fundraising is on major gifts. Why? Well, for one thing, because that's where the money is. One of the biggest mistakes that fundraisers make is to spend too much time on small gifts. The same thing is happening on the Internet. Donor recognition can lead to second-time gifts, and inspire new first-time gifts. Too often, I find that non-profit leaders and the press think of the Internet in very myopic terms. I watched a $700,000 potential donation walk out the door ... and walk in the door at Fidelity.
	*Seniors on the Internet*
		by Derek Davis. Latest data on seniors' use of the Internet. The article contends that the Web can deliver wealthier, more financially savvy, and more motivated prospects than direct mail. Seniors who own computers spend more time logging in to the Internet than any other segment of American society. Adults 55+ are the fastest growing sector of the PC purchasing public. 65% of the Americans age 55+ who are online use the Internet for investing. Seniors are 27% more inclined to invest online than their younger counterparts. 40% of all U.S. adults over the age of 50 – including 24% of those over 65 – use a computer at home. 70% of seniors who own a computer – 14 million North Americans age 50+ – use the Internet on a regular basis. And more...
	*Planned Giving for Churches - the Last Frontier?*
		by John Foster with Derek Davis Congregations don't consider endowment giving. They don't hear it from the pulpit, either. The right tools can change perceptions. The gifts are waiting in the pews.
	*Planned Giving for Jewish Organizations*
		by Reine Shiffman The new millennium brings with it new attitudes about Jewish philanthropy. Jewish giving is today based more on value rather than intimidation or fear. More and more Jews are giving beyond the Jewish community. Planned giving provides an array of options and gives donors more control. Planned giving builds for the present and strengthens the future. Planned giving can easily be integregated into exsiting development efforts.
	*Why a Planned Giving Program?*
		by Jerry Rohrbach, CFRE,ChFC, Director of Planned Giving, Temple University Planned giving is the fastest growing segment of philanthropy in America today. It has been that way for sometime now and should continue to be so for many years to come. Planned Giving Helps Donors Maximize Gifts. Americans Over 65 Now 12% of Population $40 Trillion To Be Transferred.
	*Acrobat Reader is required to view the information you are about to download. If you have a fairly new computer, chances are you have Acrobat Reader.