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2018 Keynote and Workshop Materials

HGF Update and Interview with Winnie and Harold Grinspoon.

Bryan Clontz

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

Julia Riseman

The Art of the Legacy Conversation

Juliana Sellers

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

Nanette Fridman

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

Nicole Lamberg

Beyond Thanks: Communications That Energize Your Donors
Sample Legacy Stewardship Plan
Show 'Em Why It Matters: Impact Reports for Every Scale
Your Impact Report in a Nutshell

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
How to Market Bequests: A Simple, Proven Plan
Perfect Donor Newsletters

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