Planned Giving

Here are a variety of resources on Planned Giving.

From the AFP Information Exchange. These papers require member login.

Planned Giving:

Quantifying the Wealth Transfer Opportunity: CLATS and Intra-Family Loans - Bernstein Global Wealth Management (Posted 01/03/11)

Reeling, Rolling and Reining in "Shark-Fin" CLATS - Bernstein Global Wealth Management (Posted 01/03/11)

Special Report: The Future of Planned Giving-Top 10 Challenges Every Long-Term Nonprofit Faces – Planned Giving Strategies (PGS) LLC (Posted 010/18/10)

How the Right Marketing Strategies Can Enhance Your Planned Giving Program - Blackbaud Inc./Lawrence Henze, J.D. (Posted 04/12/10)

The Strategic Uses of Philanthropy - Bernstein Global Wealth Management (Posted 02/22/10)

23 Planned Giving Terms You Should Know: A Glossary of Common Terms - Blackbaud Inc./Katherine Swank, J.D. (Posted 02/22/10)

Making Planned Giving Work for You: Planned Giving Strategy Tips for Every Organization - Blackbaud Inc./Lawrence Henze, J.D. (Posted 02/01/10)

Marketing Planned Gifts - Norman Olshansky (Posted 01/25/10)

Are You Ready to Start a Planned Gift Program? How to Choose the Right Gift Vehicles to Promote and Accept – Blackbaud Inc./Katherine Swank, J.D. (Posted 11/17/09)

Gift Planning: You Can't Afford Not To - Richard H. Morley and Mike Gaudette (Posted 08/10/09)

Also from AFP

http://afp.files.cms-plus.com/secure/index.cfm?FileID=12208&token=41831&userID=9689

http://www.afpnet.org/Audiences/MemberNewsDetail.cfm?ItemNumber=3663

http://www.afpnet.org/Audiences/MemberNewsDetail.cfm?ItemNumber=3669

From other sources.

http://www.lllsearches.com/planned%20giving%20whitepaper.pdf

http://ejewishphilanthropy.com/ujc-survey-shows-importance-of-planned-giving/

http://EncourageGenerosity.com

http://www.sharpenet.com/gt/pdfs/2002/jan02.pdf

http://www.aboutplannedgiving.com/page.php?link=case_for_planned_giving

http://nonprofit.about.com/od/fundraising/a/markplangift.htm

http://www.ncpg.org/resources/guide_start.asp?section=5

http://www.nptimes.com/howtos/plannedgiving.html

http://www.blackbaud.com/files/resources/downloads/WhitePaper_MakingPlannedGivingWorkForYou.pdf

http://www.fundraisingsuccessmag.com/story/story.bsp?sid=33130&var=story

Website Resource: The Planned Giving Design Center:

http://www.pgdc.com/host/planned-giving-design-center-llc/overview

We collect articles on Estate Planning on our blogs. A selection is here

http://afprc4.blogspot.com/search/label/NPEstatePlanning

Some material on Choosing a Fundraiser

You can read more about AFP here

http://www.afpnet.org/Audiences/MemberNewsDetail.cfm?ItemNumber=3259&navItemNumber=665

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Here are some web resources we’ve seen on choosing a fundraiser.

http://midhudson.org/funding/fundraising/consultants.htm#tips

http://www.afc.org.uk/media/pdf/Select_a_consultant.pdf

http://www.consulting4nonprofits.com/concerns.html

http://www.netzelinc.com/fundraising/fundraising_article.php?id=19

http://www.nonprofitmaine.org/documents/ConsultantTip.pdf

http://homepage.mac.com/craigab1/HiringConsultants.htm

We do not suggest or recommend consultants or resource partners but offer as a resource the AFP

Consultants and Resource Directory from our Website.
http://consultants.afpnet.org/

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Some material on Ethics and Compensation

This is a link to a position paper on the topic.

http://www.afpnet.org/Ethics/EthicsArticleDetail.cfm?ItemNumber=734

We have a variety of material on Ethics in this section including our Code of Ethics.

http://www.afpnet.org/Ethics/?navItemNumber=503