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Resource Center
Charitable Gift Planning Articles and Resources |
Education and Training |
Ethics and Standards
Government Relations |
Products | Research |
Web Links
Charitable Gift Planning Articles and
Resources
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About Charitable Gift Planning
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The Partnership for
Philanthropic Planning exists to offer education,
resources, and professional support to charitable
gift planners. This page provides an overview of
the kind of work done by charitable gift planners,
including a look at the kind of gifts they
facilitate.
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Are You Ready for
Planned Giving? - A Guide to Evaluating Organizational
Readiness for Nonprofit Executives and Volunteer
Trustees.
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Gift Annuity Rate
Update
- The most recent recommendation from the Rates
Committee of the American Council on Gift
Annuities.
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The Future of Charitable Gift Planning: A
Report of the Partnership Strategic Directions
Taskforce
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This report reviews economic, philanthropic
and fundraising trends and considers how the
Partnership should respond in order to
maintain its relevance in the philanthropic
community.
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The Partnership Online Library -
Searchable database
of articles from The Journal of Gift Planning
and proceedings of the National Conference on
Planned Giving. Free access to full text PDFs for
members; pay-per-view access for nonmembers.
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Model Documents - Policies, procedures and other
documents that you can adapt for use in your own
organization.
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Education and Training
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National Conference on Philanthropic
Planning – The
largest and most
comprehensive
conference for
charitable gift
planners of all
levels—learn and
network with the best
in your field!
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The Journal of Gift Planning® - The nation's most experienced gift planners share their knowledge and experience in
The Journal of Gift Planning®. Each quarterly issue of
The Journal of Gift Planning® provides in-depth analysis of issues of daily concern to both nonprofit planners and for-profit donor advisors.
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Training Opportunities Calendar -
An up-to-date listing of courses and seminars
offered by experts in the gift planning field.
Whether you're interested in basic education or
polishing your current skills,
click here
(pdf) to find courses that will help you achieve your career goals.
If your organization is interested in posting an ever to
this calendar, click
here to download the course information
form.
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The Partnership
Virtual Seminars - Learn
at your desktop with the help of nationally known
speakers.
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Online Library - A searchable library of articles from
The Journal of Gift Planning and papers from the National
Conference on Planned Giving. Members can use the link in the More
Information menu at right to access the full text of articles in PDF
format at no charge. Non-members have access PDFs on a pay-per-view
basis. Click
here for help searching the Online Library. Click
here for information on registering to get alerts of new library
content.
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Syllabus for Gift Planners - The Syllabus is a
study guide for people involved in charitable gift
planning. Its purpose is to identify areas of
knowledge related to the acquisition and
administration of planned gifts. Click
here for more information.
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Ethics and Standards
Government Relations
Products
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CD
Seminars -
Build your planned giving education library with
these low-cost, easy-to-share Partnership CD
Seminars.
Click here to order.
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The Partnership
Order Form
- listing Partnership publications and products
available for purchase.
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National Conference on Planned Giving Products
– Excellent resource for those unable to attend
the National Conference on Planned Giving, or for
those who want a lasting record of event for
future reference.
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Research
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Donor Survey
– Order a copy of the Partnership's research
report, Planned Giving in the United States
2000: A Survey of Donors.
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Gift Planner Profile -
Survey of Partnership members that describes
demographic characteristics of gift planners and
identifies and tracks trends and developments in
the profession.
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Web Links
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