➣ Successful PG in a Small Shop – Session Powerpoint
➣ Starting a Planned Giving Program
➣ Recipe for a Successful PG Program
➣ Sample PG Marketing Plan
➣ Creating a Legacy Society
➣ How to Start an Allied Professional Advisory Board
➣ Avoiding the Draft
➣ Footprints in the Sand
➣ How To Goof Up Your Will
➣ My-Will
➣ Pause-and-Effect
➣ CGA
➣ CGA1
➣ CGA2
➣ CGA3
➣ Simple PG Brochure
➣ Legacy Society Brochure
➣ Sample PG Brochure
➣ Sample PG Brochure Copy
➣ Legacy Society Letter of Intent
➣ Beneficiary Declaration
➣ Bequest
➣ Charitable Pledge
➣ Irrevocable Bequest
➣ Named Endowment
➣ Endowment Spending Policy
➣ Gift Acceptance Policy
➣ Windfall Policy
➣ Ad
➣ Helpful Hints
➣ Handout
➣ Gift Annuity Presentation
➣ Will Workshop Presentation
