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Resources
As a new service to our members, we have set up a 'library" of the following CD-ROMs from past 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.
The Good, Bad, and Ugly: Insights Into Your Marketing from Insiders by Kevin Johnson, CFRE - May 17, 2006
Managing Donated Life Insurance Policies by John Elbare, CFP - September 13, 2006
Stewardship: Listen With Your Eyes by Dyan Sublett - January 17, 2007
CRTs in Midlife Crisis: Terminating, Accelerating, and Fixing Charitable Remainder Trusts by David Wheeler Newman - March 14, 2007
Charity Begins At Home (or on the Farm): Dealing with Remainder Interest Gifts by J. William Gray, Jr. - May 16, 2007
How to Talk to Prospects by Pamela J. Davidson & James Gillespie - July 18, 2007
And the Winner Is...? SOIRAs, TCRTs, ILITs or Charities? by Robert Lew & Darryl D. Ott - September 12, 2007
How to Draft and Implement Effective Gift Planning Policies and Procedures by Philip M. Purcell on Nov 14, 2007