Podcast
1 – Mom Already Gave You the Best Advice to Succeed at Planned Giving
2 – Learning to Drive the Gift Vehicles
3 – Why Your Board Might Not Want to Work With You on Planned Giving
4 – Overcoming CEO/CFO Concerns
5 – Goals, Tasks, Timelines, Analytics-How to Create Program Success
6 – What is the Concept of Major Versus Planned Gift?
7 – Making Planned Giving Everyone’s Job
8 – The WIFM Factor-is There a Science to Achieving Success?
1 – Launching Your Program–Hard Truths About Your Organization
2 – How Does the Outside World See Your Organization
3 – Avoiding Friction Internally with Other Development Programs
4 – Double Asks and Sharing the Income And Assets
ANOTHER CATEGORY OF DOUBLE ASK – Click here to download pdf the file
How Double Asks Evolve – Click here to download pdf the file
Borrowed from Fifty Rock Consulting – Click here to download pdf the file
Module 2 Session 4 Double Asks – Click here to download pdf the file
5 – Can Capital Campaigns and Planned Giving Live Together
Mrs. A Case Study – Click here to download pdf the file
Module 2 Session 5 Mrs A Case Study Narrative – Click here to download pdf the file
Screenshots for in class work_M2_S5 – Click here to download pdf the file
6 – Is It Your Job to Train Others in Your Organization
Assets net worth – Click here to download pdf the file
Is It Your Job to Train Other Offices – Click here to download pdf the file
7 – Do You Have the Capacity to Manage a Planned Giving Program
The CEO – Click here to download pdf the file
The Board – Click here to download pdf the file
Department Heads – Click here to download pdf the file
Your CEO YOur Board and Department Heads – Click here to download pdf the file
8 – Creating the Capacity to Manage the Program
1 – Planned Giving as a Contractual Relationship Between Donor and Donee
Planned Giving as a Contractual Relationship Between Donor and Donee – Click here to download pdf the file
2 – Will, Trusts and Planned Gift Vehicles
3 – Deductions Made Really Simple
Deductions Made Really Simple – Click here to download pdf the file
4 – I Have an IDEA for You
4 Life Income Chart – Click here to download pdf the file
I HAVE AN IDEA FOR YOU – Click here to download pdf the file
THE IDEAL FORMULA – Click here to download pdf the file
5 – How to Plan Your Marketing
The Marketing Plan – Click here to download pdf the file
6 – Contemplating a Marketing Plan
Contemplating a Marketing Plan – Click here to download pdf the file
7 – Marketing Plan Step One–Three Pools of Prospects
Marketing Plan Step One Memo – Click here to download pdf the file
8 – Analyzing Prospects for Planned Giving Inclination
Memo MATRIX ANALYSIS OF POOL 1 – Click here to download pdf the file