Library of Articles

IRA Rollover News

Retriever Development Counsel Client and Project List

Stories with Impact
How stories can help make your case for gifts

How to Establish Good Policies
Many organizations miss opportunities

Understanding the Entrepreneur

Philanthropy and Estate Tax Repeal: An Interview with William Gates, Sr.

Ageless Charity in Uncertain Times
Planned gifts appropriate for every age

What is Planned Giving?

Demystifying Planned Giving - Selected Slides
Selected slides from a presentation at the Western Region Planned Giving Conference

Campaigns and Planned Giving
A research paper including case studies

Measuring Success for a New or Growing Planned Giving Program.
Presentation handouts for the Northern California Planned Giving Conference, San Francisco, CA

Taking Stock of Where You are TODAY

Profile of a Planned Giving Donor

Planned Giving True or False Test
A useful tool for boards and groups new to planned giving

Planned Giving for the Executive Director

Reading List

7 Questions for Board Members to Ask

Introducing Gift Planning to Donors: Conversation Starters

Why Planned Giving Programs Fail

Preserving Lifetime Values

Getting Your Board on Board.
A discussion of how to engage your board in the discussion of legacy and planned gifts. (This article originally appeared in PG Mentor.)

Gift policy and sobering stories:
Discussion of the value of gift policies and keeping them up to date. (This article originally appeared in Planned Giving Today.)

Letters of Intent.
An article describing how to document intended bequests. (This article originally appeared in PG Mentor.)
 
Planned Giving Committees
Tips about starting your own. (This article originally appeared in PG Mentor.)
 
Promoting Endowment:
How will the money be used? How will you reach the right donors? (This article originally appeared in PG Mentor.)
 
Stories Can Inspire Gifts
How can you tell stories that have a powerful impact with donors? (This article originally appeared in PG Mentor.)
 
Planned giving in capital campaigns.
It’s often talked about but rarely used effectively. (This article originally appeared in Planned Giving Today.)
 
How to establish good gift acceptance policies.
(This article originally appeared in PG Mentor.)
 
Understanding the entrepreneur:
Planned and legacy gifts can be powerful tools at the right time. (This article originally appeared in PG Mentor.)
 
First things FIRST:
Make your own plans before you ask others to include your favorite charity in their estate plans. (This article originally appeared in PG Mentor.)

Emerald Valley Development Officers Conference presentation handouts.

National Committee on Planned Giving (NCPG) Model Standards for Gift Planners.