Free Planned Giving Articles
The Planned Giving Coach has written several short articles on practical planned giving topics over the past few years. Many of them have been previously published in PG-Mentor or Planned Giving Today.
Please read the terms of use below. Much of this material copyrighted and may not be redistributed. If you wish to share any of these articles with people outside of your organziation, please do it by linking to this page.
Many of these downloads are in PDF format and require a free program called Adobe Reader. If you do not have Adobe Reader, you can easily download it here.
The Case for Planned Giving -- A short article that explains why every non-profit that raises funds should be seeking planned gifts. PDF file. FREE
Marketing for Bequests -- Most planned gifts are simple bequests, and you need to let your donors know about them. here are some basic pointers. PDF. FREE
Finding Your Best Prospects -- Sometimes your best planned giving prospects are right under your nose. We tend to overlook those steady, loyal donors who arrange most planned gifts. This article gives you some tips for identifying them. PDF. FREE
To order, please send an email to jelbare@pgcoach.org requesting the articles you want. They will be sent by return email. Please inlcude your name and organization.
TERMS OF USE: Although these resources are provided free of charge, they are still protected by copyright and may be used only in your organization. Distribution to other parties is prohibited, although anyone may download these resources for their own use. When using these resources, you may not remove any copyright notices, and you may not incorporate any part of these materials into any item that is sold or distributed outside of your own organization.