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[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/1″][vc_column_text]The following articles and forms are copyrighted by Kathryn W. Miree & Associates, Inc. and provided on a complimentary basis for the use of gift planners in the field. Please feel free to use the forms without further permission if you find them helpful. Please feel free to reprint the articles for use internally in your organization. If you would like to distribute copies of the articles and forms outside of your organization – for example, at conferences, seminars, or similar presentations – please contact the consultant for permission to do so.
- PP Handouts
- Articles
- Forms
- Links
- ADNET Are You Positioned to Grow
- ADNET Slides Are You Positioned to Grow?
- ADNET How To Talk to Donors About Investing in the Community’s Future
- ADNET Slides How to Talk to Donors About Investing in the Community’s Future
- ADNET Trends, Models and Strategies in Community Foundation Fundraising
- ADNET Slides Trends, Models and Strategies in CF Fundraising
- How to Become an Expert in the Conversation of Philanthropy
- Asking the Right Questions: The Mysteries and Metrics of Planned Giving Programs
- How to Identify, Hire, and Retain the Perfect Planned Giving Officer
- Perfecting Donor Intent: Legal Lessons and Practical Advice
- Understanding and Drafting Nonprofit Gift Acceptance Policies
- Getting Serious About Building Endowment
- The Role of Planned Giving in Major Gifts
- Engaging the Board in Planned Giving
- Identifying Professional Relationships That Make A Difference
- Demystifying Planned Giving Marketing (For Universities)
- The Rules of Engagement: Managing Liability for Nonprofit Boards
Planned Giving Software
Planned Giving Publications
- Pentera
- Planned Giving Today
- R & R Newkirk
- Taxwise Giving
- The Chronicle of Philanthropy
- The Stelter Company
Gift Annuity Registration and Administration
Trade Associations/Philanthropy Links
- American Bankers Association (ABA)
- American Bar Association (ABA)
- American College of Trust and Estate Council (ACTEC)
- Association for Healthcare Philanthropy (AHP)
- Association of Fundraising Professionals
- Council for the Advancement and Support of Education (CASE)
- Council on Foundations
- National Association of Estate Planners and Councils (NAEPC)