Planned giving

  • How to thank donors who use donor-advised funds by Fidelity Charitable points out the important differences in thanking a donor when the charitable contribution comes from a donor-advised fund (DAF) rather than other forms of giving. Includes a free template thank you letter.

  • The NonProfit Voice podcast is "the go-to source for nonprofit management strategy and tactics. Developed for thought leaders and innovators, we cover topics like fundraising, donor management, human resources, board / volunteer management, and marketing technology."



  • First Day is a podcast from Indiana University’s Lilly Family School of Philanthropy aimed at development profressionals. "Highlighting current news and research, this weekly 10 minute podcast provides fundraisers with the latest information in fundraising and philanthropy."


  • Donation of Intellectual Property: What Does it Look Like? - A four part series explaining the ends and outs of valuation and tax deductibility of donated intellectual property, e.g. copyrighted materials such as artwork, music compositions, software, etc. (Planned Giving Design Center, 2015)

  • Planning to start an endowment? Read this series of articles by Kim Klein for Grassroots Fundraising Journal to find answers to your questions about whether it is appropriate for your situation and how to best go about establishing an endowment.

  • Presented at a Center conference by Robin Barefoot (Triangle Community Foundation) and Douglas Benson (Foundation For The Carolinas), this workshop relays the importance of planned giving and questions you should ask to assess your organization's readiness.


  • Stress Testing the Charitable Organization - As financial leader of the organization, heads usually turn to the executive director when this concern is voiced at board and management meetings.If the ED is equipped with good financial knowledge and proactive about identifying and addressing weaknesses in advance, the organization is in a stronger position to withstand financial challenges before they reach a crisis stage. (Planned Giving Design Center)

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