Featured
Leaning Into a Layoff:
Learning Yourself and Trusting Your Gut
In this TEDxLenoxVillage talk, Lisa discussed working through the stages of grief, making decisions, and evaluating risk to find your true path. Lisa also talked about the importance of recognizing your value and worth, as well as how best to lean on networks for support.
Guides and Tips
Learn gift planning strategies to build long-term impact
QCDs are for me
Understanding Qualified Charitable Distributions
6 Fab Tips
How to Manage Your Portfolio for Legacy Success
8 Fab Things
What Every Fundraiser Should Know About Gift Planning
Featured Resources
A snapshot of presentations and articles since 2015
December 1, 2022
Colorado Planned Giving Roundtable
Friends for Life: Stewarding Legacy Gifts
See resources
- Fundraising Effectiveness Project
- FEP Dashboard (updated quarterly)
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
August 18, 2022
Bayou Community Foundation
A Moves Management Love Story
See resources
- Abila Donor Engagement Study
- Article: The Five Most Important Components to a Healthy Relationship
- The Encyclopedia of Public Relations
- Atomic Habits by James Clear
- Article: Want to improve your relationship? Start paying more attention to bids
- Article: The Importance of Legacy Giving to the Donor Relationship
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
Episodes of Philantrophy Porch Ponderings
Spotify Playlists
Don’t Put Gift Planning in a Corner
Friends for Life
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