Resource Papers & Web Sites
We hope you will find the following resource papers and web sites helpful. We will continue to add new resources in print and audio (podcast) formats.
- Philanthropy Planning Resource Paper
Among the most valuable conversations fundraisers can have with donors or clients is one that helps them discover the charitable purpose they want to accomplish through their giving. Thoughtful conversations that explore peoples’ life experience, world view, values, and passion can mean the difference between them merely continuing a habit of giving or practicing proactive, intentional philanthropy.
- Outsourcing Planned Giving Resource Paper
While outsourcing gift planning operations is not a new phenomenon, the use of personal phone calls to qualify and close commitments has become an increasingly popular and cost-effective tactic. Philanthropy consultant Jay Steenhuysen combines his gift planning expertise with results from over 50,000 donor calls and a survey of estate planners to build a statistical case for the strategic use of calling programs.