Plain English Planned Giving 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

1 – The Marketing Plan- Step Two, Target Markets

2 – Primary Characteristic of Target Markets

3 – Marketing Plan Step Three-Designing Gift Structures

4 – Gift Structures for Specific Target Markets

5 – Marketing Plan Step Four-Positioning, USP.

6 – Marketing Plan Step 5-Outreach and Communications.

7 – Marketing Plan Step Six-Getting to One-on-One

8 – A Simple Business Plan for Planned Gifts

1 – The Five Steps of the Donor’s Planning Process

2 – How Does A Client Plan an Estate

3 – Transactional Planning Versus Estate Planning

4 – Five Things That Get in the Way of Planning

5 – Matching Needs with Tools in Planning

6 – Donor Assets and the Asset Acceptabillty Tool

7 – Control Issues that Affect Planning

8 – Reading Your Donor’s Mind

1 – How to Start Talking with the Prospect

2 – Moving into Chat Cultivation

3 – Getting Permission to Send a Proposal

4 – Writing the Planned gift Proposal

5 – Financial Presentations

6 – Persuasion-What is it Exactly

7 – Turning Objections into Objectives

8 – Close, Thank, Restate, Avoid Buyer’s Remorse

1 – Managing the Gift Intake Process

2 – Counting and Accounting-Two Very Different Things

3 – Planned Giving Policies

4 – Working with Gift Restrictions

5 – Endowment and UPMIFA English

6 – Operational Aspects of Endowment

7 – Substantiation and Appraisal Rules

8 – Tax Penalties on Donors and Donees

1 – Changes, Changes and More Changes n the Future

2 – Is the big Wealth it Really happening

3 – Romancing the Futue to Make Planned Giving Happen

4 – Recogniton in Asset-Based Philanthropy 3

5 – Rewards in Asset-Based Philanthropy

6 – Reinforcing the Closed Gift as Made

7 – Record-keeping Excellence and Future Gifts

8 – Awakening the Planned Giving Giant