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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.

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“Managing the Business Risk of Fraud: A Practical Guide,” Institute of Internal Auditors

The Institute of Internal Auditors (IIA) provides a guide that outlines five key principles of fraud risk management in Managing the Business Risk of Fraud: A Practical Guide.

This guidance […] recommends ways in which boards, senior management, and internal auditors can fight corporate fraud. The report is the result of two years of work from a dedicated task force of more than 20 experts in the field of fraud risk identification, mitigation, and investigation. It was released by The IIA, along with the Association of Certified Fraud Examiners (ACFE) and the American Institute of Certified Public Accountants (AICPA).​

Please note, this PDF link is located at the bottom of the page. 

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Attend an Episcopal Health Foundation Grant-making Workshop, EHF

The Episcopal Health Foundation is holding three grant-making workshops in December to help potential grantees better understand our new online grant application process.

In each two-hour workshop, we will explain our vision of transformationspell out EHF’s 7 Strategies, discuss our grant guidelines and walk attendees through the online grant application system.

Attendance is NOT required to apply for a grant.

RSVP is required to attend a workshop. Please RSVP by filling out a short form at

Upcoming Grant-Making Workshops:

Lufkin: December 3

10am to Noon
St. Cyprian’s Episcopal Church
919 S. John Redditt Dr. Lufkin, TX 75904
Click here to get directions from Google Maps

Austin: December 4

10am to Noon
St. James’ Episcopal Church
1941 Webberville Rd, Austin, TX 78721
Click here to get directions from Google Maps

Houston: December 18

9am to 11am
Christ Church Cathedral
1117 Texas Ave, Houston, TX 77002
Click here to get directions from Google Maps
Note: This workshop is almost at capacity. Due to limited seating, please limit participation to only one person per organization.

Learn more here. Contact email for questions:

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Get the FREE Year-End Fundraising Survival Guide, Network for Good

(Newest posting from Fund Development page – click here to see more listings.)

Check out this piece from Network for Good:

Year-end fundraising makes up a big chunk of your annual revenue.It’s important to get the most out of your December giving campaigns.

Year-End Survival Guide by Network for Good

  • Inspire donors with amazing stories and appeals
  • Make it easy to give with a branded donation experience
  • Keep donors happy and loyal with thoughtful thank-you notes and updates on the impact of their gifts
  • Plus, we’ve included our Ultimate Year-End Fundraising Checklist to help keep you on track!

 Download the free survival guide from Network for Good, click here.

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Want More Insight to Millennials & the Reshaping of Charity and Online Giving?

Nonprofit Quarterly posted a response article to a recent NPR broadcast about “Millennials and the Reshaping of Charity and Online Giving.”

Millennial contributions are not limited only to monetary donations. Instead, millennials choose to have a different user experience with the entity by personal investment in the charity or cause. No longer comfortable writing a “one and done” check, millennial involvement exists in different virtual and face-to-face social worlds. Achievement in these new social worlds requires a smart digital platform. The platform brings a new form of dedicated participation to causes in which they feel a call to action and a personal connection…read more on NPQ.

NPR’s broadcast linked here (this story is part of the New Boom series on millennials in America).

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