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Resources
As a service to our council members, we have set up a 'library" of the following CD-ROMs from past Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving) virtual seminars. Contact us if you are interested in borrowing one. We ask that you plan to view and return the CD-ROM within two weeks of receiving it.
Bequest Boot Camp — 10 Exercises to Strengthen Your Bequest Program by Karen Gallardo, on March 17, 2010
Recession-Proof Philanthropy: What's Ahead in Gift Planning for 2010? by Neal Myerberg on January 20, 2010
The State of Charitable Giving by Heidi Jark, VP & Manager, The Foundation Office at Fifth Third Bank, (Live program at Skyline Club) - taped on December 8, 2009
Determining Your Client's Capacity to Make a Planned Gift by Kathy Busey & Neil Boyer on November 18, 2009
Multiple-Entity Donors:
How to Work Effectively with Today's Sophisticated Philanthropist by
Reynolds Cafferata on
September 16, 2009
Minding the Shop: Creative Planned Giving Strategies for Business Owners by Joseph Hancock on July 15, 2009
Counting Planned Gifts Toward Campaign and Fundraising Goals by Bruce Bigelow on May 20, 2009
Kitchen Table Philanthropy: Simplifying the Choices for Generational Philanthropy by Kathryn W. Miree on March 18, 2009
Tale of the Tape: Measuring the Performance of Gift Planning Officers by Joseph Bull on November 19, 2008
Beyond Basic Bequest Administration (a.k.a. Bequests Gone Bad) by Beth McNally & Beth Ridout on September 17, 2008
Donor Centered Gift Planning Marketing by Brian Sagrestano on July 16, 2008
Realistic Expectations for Planned Giving Success by Robert Sharpe on May 21, 2008
Planned Giving for the Home by Emanuel J. Kallina on March 19, 2008
Planned Giving in Faith-Based Organizations: Making the Spirituality Real by Richard Ely on January 16, 2008
How to Draft and Implement Effective Gift Planning Policies and Procedures by Philip M. Purcell on Nov 14, 2007
And the Winner Is...? SOIRAs, TCRTs, ILITs or Charities? by Robert Lew & Darryl D. Ott - September 12, 2007
How to Talk to Prospects by Pamela J. Davidson & James Gillespie - July 18, 2007
Charity Begins At Home (or on the Farm): Dealing with Remainder Interest Gifts by J. William Gray, Jr. - May 16, 2007
CRTs in Midlife Crisis: Terminating, Accelerating, &Fixing Charitable Remainder Trusts by David W. Newman - March 14, 2007
Stewardship: Listen With Your Eyes by Dyan Sublett - January 17, 2007
Managing Donated Life Insurance Policies by John Elbare, CFP - September 13, 2006
The Good, Bad, and Ugly: Insights Into Your Marketing from Insiders by Kevin Johnson, CFRE - May 17, 2006