Product Downloads
The PG Coach has developed a several documents and checklists that are designed to assist staff and board members in conducting self evaluations and making sure they have appropriate policies and procedures in place. These are copyrighted materials. Please review our terms for license and use here.
Ordering: Please send us an email identifying the products you wish to purchase.
Gift Acceptance Policy
-- This is a simple, yet comprehensive Gift Acceptance Policy to guide staff and your Board of Directors in setting boundaries for what donations to accept and how to accept them. Covers cash, real estate, securities, gift annuities, and more. It is provided in MS Word format; 9 pages. Price: $19.00
Trustee Duties for a Charitable Remainder Trust -- This checklist was developed for situations in which a donor serves as the trustee of his or own CRT. We see seen many instances in which the donor-trustee did not understand the trustee reponsibilities and failed to properly execute them. This simple one-page checklist is designed to prevent that problem. PDF file. Price: $3.99
Investment Policy Checklist -- All tax-exempt organizations with investments need a written investment policy statement (IPS) that meets minimum fiduciary standards. Use this simple one-page checklist to review your own IPS to make sure you are not missing critical elements. PDF file. Price: $3.99
Non-Profit Board Evaluation Checklist -- All significant fund raising, especially planned gift development, depends on leadership from the Board of Directors. This 39-point evaluation is designed to assess your board in terms of the critical factors for success in supporting large gift fund raising. PDF file. Price: $8.99
New Gift Annuity Checklist -- This one-page checklist is designed to make sure you do not overlook any critical steps in processing a new gift annuity. It guides through each new gift annuity contract from preparing the illustration to issuing the contract. PDF file. Price: $3.99