White Papers

Choose From Among Our Library of White Papers and Other Publications

The 8 Characteristics of a Successful Planned Giving Program

Creating a Planned Giving Marketing Plan

Planned Giving Fundraising: A Primer for Nonprofit Leaders and Boards​

The Five Keystones of Endowment Building​

Decision Tree to Determine the Best Asset to Fund an Outright Gift​

Decision Tree to Determine the Best Asset to Fund a Gift Annuity

The 5 Biggest Mistakes You Can Make With Your Planned Giving Website

The Gift Annuity Annual Filing Timeline Template

The Essential Planned Giving Lead Generation Technique for 2025

Top Tips to Avoid Trouble:
State Charitable Gift Annuity Registrations and Annual Filings

Mini Case Studies: Multiplying the Benefits of Endowment Sub-Accounting

Checklist for Success with New Charitable Gift Annuities (CGAs) and Planned Gifts

The 5 Reasons Why Every Nonprofit Needs a Planned Giving Marketing Strategy

 

Into the Great Beyond: Ongoing CGA Compliance Outside of Annual Filings