Charitable Planning PGC
State of the Sector: Policy Impacts and Local Trends
Non Profit Center: State of the Sector
No Alphabet Soup for You: An Introduction to Most Planned Gifts
Jacksonville AI Presentation
Pitfalls of Charitable Giving
New Age Philanthropy
Form 990
The Chilling Effect of Long Term Care on Charitable Giving
Harnessing the Practical Power of AI ChatGPT and Other Technology in Gift Planning
Planned Giving Council of Northeast Florida
Building your Planning Giving Program
Women and Money
Secure Act
Advanced Charitable Planning
Donating Do’s and Don’ts: Putting Generosity to the Test
Making the Case For Long Term Giving
Sifting the Wheat From The Chaff
iCLATs- Don’t Wait for Your Charitable Deduction
When you have done everything else, try planned giving
Unlocking The Form 990
Ways To Blend
Know Your Role in the Planned Giving Ask: A Case Study Perspective
Phyllis Silverstein-PGCouncil 2018 Compliance Version 4
John Erstling and Donna Morrow - PG Symp 2018
Allaire presentation Stewarding the Planned Gift Donor
Fundamentals in Planned Giving: How to build a successful program
Top Ten Charitable Trends Every Advisor Should Know in 2017
The Consequences of Blind Ambition: The Story of Unintended Lapses as Stewards & Fiduciaries
Experiments in Email Marketing: Principles of Effective Emails Based on A/B Testing (request .pdf)
The 2016 Planned Giving Study, New Insights from Data on Planned Gifts (request white paper)
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