Sign up for our newsletter

Resources

Click on title to download a PDF file.

NEW! 2010 Fundraising Trends summary report. A free summary of the 2010 fundraising report describing trends reported by more than 130 organizations in Oregon. A detailed, 20+ page report, including comparison charts and extensive respondent comments, is available for purchase. See details in the right column.

Asking the Right Questions
Planned giving tips for attorneys, accountants, CPAs and financial planners. More advisors are getting involved as the intergenerational transfer of wealth accelerates.
A collection of questions and checklists for professional advisors to use as they work wth their clients in the area of planning gifts for nonprofits. This paper has also been used as a handout in training, seminars and one on one coaching for professional advisors and nonprofit leaders.

Interview with Bill Gates, Sr
An interview with Bill Gates, Sr. about the estate tax and his views about the role of the tax in our society. (This article originally appeared in The Journal of Gift Planning published by the National Committee on Planned Giving.)

Getting the Board on Board
Planned Giving, legacy gifts and the board of directors of your nonprofit.
How can you get your board more involved and focused on legacy gifts? (This article originally appeared in PG Mentor.)

Good, Bad & the Ugly
Advisor Insights: Results of surveys and interviews of professional advisors about what is working and not working in nonprofit legacy gift fundraising.(This article originally appeared in conference proceedings and presentation papers of the National Conference on Planned Giving, now named the Partnership on Philanthropic Planning.)

Fundraising Trends
2009 - a brief analysis of a survey of nonprofits on fundraising trends.

Innovative Marketing
Planned gift matching campaign, planned gift mailings, and planned gift campaigns. What are some of the innovative marketing techniques being used today that are getting results? (This article originally appeared in PG Mentor.)

Nonprofit Trends
2009 - a detailed report on a survey of 181 nonprofits in Oregon and SW Washington conducted in early 2009. (This paper was originally prepared for a coalition of state and regional foundations.) Also included are responses related capital campaigns, legacy and planned gifts, bequest, annual fund, and social media trends in fundraising.

Planned Giving in Capital Campaigns
Integrate legacy and planned gifts into your capital or major gift campaign.
What are some of the more effective approaches to integrate planned gifts into capital campaigns? It's often talked about as a tactic but rarely used well. (This article originally appeared in Planned Giving Today and was based on a presentation to the Northwest Planned Giving Roundtable - NWPGRT- in Portland, Oregon.)

Promoting Endowment
Planned gifts, legacy gifts and endowments.
How will the money be used? How will you reach the right donors? (This article originally appeared in PG Mentor.)

Storytelling
How can stories help you make your case for a gift? (This article originally appeared in PG Mentor.) This can be an effective handout for a board fundraising training or to use to help coach program staff in their work with donor prospects.

Strengthen and Expand Effective Client Relationships
Using Charitable Planning, presentation notes for professional advisors prepared on behalf of the Blue Mountain Community Foundation. (Handout prepared for a continuing education session for professional advisors organized by a regional community foundation.)

Your Will
Why completing your own will and considering a charitable gift in it is important. Make your own plans before you ask others to include your favorite charity in their estate plans. (This article originally appeared in PG Mentor.)