2019 Day 3 Materials

Planned Giving

The final day will focus on planned giving and the science of giving. We'll return to the "why" and how relationships and expressions of values and priorities are central to successful stewardship. We'll explore tried and true strategies of donor advised funds and endowments as well as case studies of people who are of different generations.

2019 Day 3 Materials: Slides & Manual

Presentation Slides
Different formats, same presentation: Keynote Presentation, Powerpoint Presentation, PDF

Training Manual
InDesign File (for customization of your own use), PDF

Further Reading & Resources

Inside the Mind of the Bequest Donor
Russell James

Planned Giving on Demand, Episcopal Church Foundation
http://www.episcopalfoundation.org/programs/planned-giving/planned-giving-brochures
http://www.episcopalfoundation.org/programs/planned-giving/pg-on-demand-info

Donor Advised Funds, Episcopal Church Foundation
http://www.episcopalfoundation.org/programs/daf