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We are here to answer any of your questions - at any point in the planned giving process. No question is too complex or too small. |
Planned Giving Design Center
The online Planned Giving Design Center is full of information on both local and national planned giving.
Library
We have an extensive collection of material on planned giving, which we would be happy to share with you.
Publications
How Can I Recommend a Charity without Recommending a Charity?
How to Provide Neutral and Impartial Information to your Clients
Giving Advice on Charitable Giving
Listening for Charitable Opportunities
The Ethics of Recommending a Charity to Clients