Resources

How to Put On Successful Planned Giving Seminars

September 8, 2011

by William J. Moran, J.D., M.S.Ed. Planned giving and estate planning seminars can be an effective tool to raise awareness of planned giving and estate planning vehicles.  In addition, they…

7 Ways to Engage Volunteers in Fundraising

September 7, 2011

by William J. Moran, J.D., M.S.Ed. Volunteer involvement is important for a strong development program. Yet volunteers are often apprehensive and question their fundraising role: What specifically are they going…

Building Endowment – Naming Opportunities

September 7, 2011

by William J. Moran, J.D., M.S.Ed. Because endowments are permanent funds, they are attractive vehicles to perpetuate the memory of, or honor, a loved one.  If you know your donor’s…

The Essential Components of Grant Writing

September 7, 2011

by Susan Whitmore Writing associated with development has become a science.  Excellent writing, especially grant writing, is critical to the success of your campaign or project. It is imperative that…

The Role of the Case Statement in Fundraising

September 6, 2011

by Susan Whitmore An effective case statement sets forth the reasons why an organization is deserving of philanthropic support. A case statement 1) articulates the societal cause the organization champions,…

Eight Principles of Charitable Solicitation

September 6, 2011

by William J. Moran, J.D., M.S.Ed. Frankly, not many people actually enjoy soliciting gifts. However, fund raising provides the financial fuel for non-profits and their critical missions. Perhaps another way to…

Codicil to Will Form

September 5, 2011

by William J. Moran, J.D., M.S.Ed. A codicil is an amendment to one’s original will. It can be used to make simple additions or amendments, such as adding or removing an…

Donor Contact Form for Planned Giving

September 5, 2011

by William J. Moran, J.D., M.S.Ed. This is a form used to report specific details of a contact with a donor. View or Download Donor Contact Form for Planned Giving: …