Planned Giving White Papers
Thought leadership in planned giving
PG Calc is proud to publish white papers on relevant and timely topics in planned giving.
Currently six white papers are available:
- Will to Succeed: Managing Bequest Stewardship and Administration
- The Cultivation Funnel: How Content Marketing Can Help You Move Planned Giving Prospects from Awareness to Close
- 7 Characteristics of Effective Planned Giving Programs
- State Gift Annuity Registration: A Primer on What It Means to Your Organization
- The Stewardship Challenge: Managing Complexities in Gift Administration
- Sharing Success: What Non-Profits Can Learn about Marketing from For-Profits
Please click on the white paper you’d like to request.
“PG Calc’s marketing white paper “Sharing Success” is the absolute best material I’ve ever read about planned giving marketing. I know I’ll read it many times over and that it will be my roadmap for all my marketing planning going forward.”
Stan Davis, J.D.
Director of Gift & Estate Planning