New Section: Planned Giving Toolkit

Planned Giving Toolkit is a new section within the Fund Development resource page. Planned Giving Toolkit comes from a recent training put on by Ashley Allison and Rachel Hobbs at Waco Foundation.

In this section you will find an informative document that explains what planned giving is it & how it works. The Planned Giving Toolkit gets you talking about the future of Planned Giving and “Pie Society.”

Need helpful templates? The Planned Giving Letter Template Packet will be helpful in directing you towards how to compose appropriate letter types to donors and all audiences. If you specifically need the language template to be used on your website or other publications, it is linked here: Sample Language Template.