Bryan Clontz

Nine Career and Life Lessons Learned after 25 Years in the Fundraising Trenches… aka Planned Giving Comedy Hour
Creative Charitable Planning with Noncash Assets
Charitable Gifts of Life Insurance and Retirement Plan Assets: New Opportunities Under the New Act

Julia Riseman

The Art of the Legacy Conversation

Juliana Sellers

Ideas for Good: Resources for Effective Philanthropy
Multi-Generational Perspectives and the Stories that Inspire Gifts
Giving as an Act of Faith
Giving Together: A Workbook for Family Philanthropy

Nanette Fridman

Strategies Enaging Your Board in Legacy Giving
LEADERSHIP SUCCESSION: Planning with Intentionality

Nicole Lamberg

Your Impact Report in a Nutshell
Sample Legacy Stewardship Plan

Rich Kasper

Legacy Giving and Endowment Basics

Russell James

The Hidden Code of End of Life Decisions 
Top 10 Legacy Fundraising Principles From Scientific Research: Theory, Statistics, and Results From the Lab
Using Surveys in Legacy and Planned Gift Marketing

Tom Ahern

How to Apply Dr. Adrian Sargeant’s Essentials of Donor Loyalty
Perfect Donor Newsletters
How to Market Bequests: A Simple, Proven Plan

Vicki Dansky

Strategic Engagement with Wealth Advisors

Charlotte - Create Your Jewish Legacy

Donor Cultivation Plan

Denver - Rose Community Foundation

Donor Relationships - Values-based Discussion Guide

Life and Legacy

Tips for Deepening Relationships with Donors

San Diego - Jewish Community Foundation

Creating Energy: 10 Ways To...Fuel the Flame, Avoid the Burnout