Outside Resource

Sustainable Long-Term Fundraising with Planned Giving Programs

Planned giving programs can be a sustainable long-term component of your nonprofit's fundraising strategy. But with a confusing array of jargon – charitable gift annuities (CGAs), charitable remainder annuity trusts (CRATs), actuarial determination, and so on – knowing where to start is daunting. Below are resources explaining the types of planned giving programs, how to market planned giving, and sample appeal letters to get your organization on the path to fundraising for the long-term.

 

Start a Planned Giving Program

Toolkit: Ensuring Virtual Events are Accessible for All

The circumstances of the COVID-19 pandemic has necessitated that many organizations move their events and conferences from in-person to virtual. The benefits of online events make them a trend that is likely to continue well beyond the pandemic. For people with disabilities who use assistive technology such as screen readers for the visually impaired or video captioning for the hearing impaired, fully participating in online events can present a challenge.

Nonprofit Strategic Technology Planning Guide

Nonprofit Strategic Technology Planning Guide offers a step-by-step approach to designing a long-term technology plan for your nonprofit. It identifies specific meetings you would need to have with your technology steering committee and other stakeholders in each phase, deliverables to achieve at each step of the strategic planning process, and tools for needs such as calculating Total Cost of Ownership.