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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.

Bequest Stewardship and AdministrationThe Cultivation Funnel: How Content Marketing Can Help You Move Planned Giving Prospects from Awareness to Close7 Characteristics of Effective Planned Giving ProgramsState Gift Annuity RegistrationManaging Complexities in Gift AdministrationWhat Non-Profit Organizations Can Learn about Marketing from For-Profits

“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
Samford University


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