Increase Your Impact and Motivate Planned Giving!
Resources for Charities and Non-Profits
We connect Charity Representatives and Fundraising Professionals with resources, strategies, tips, and knowledge from a Financial Advisor perspective.
FREE GUIDE
Donor Attraction Strategies for 2021: A New Model for Philanthropy
How do you boost donor acquisition and encourage planned giving? How do you find new donors and motivate donors to give more? Read this guide to find out!
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Sign Up to become a member and get access to all of our resources, for FREE! Join over 200+ Charities and Fundraising Professionals who receive our bi-weekly bulletins and access our free training.
Here’s What Members Receive:
Planned Giving Tips Bulletin - 2x per month get the latest tips and strategies delivered to your inbox.
FREE Live Panel Presentations - Be the first to be informed about our live webinars with leaders in the philanthropic and charitable giving sectors
Fundraising / Planned Giving Library Access - Our library contains the best video clips from our panel presentations, plus curated articles specifically geared towards donor motivation strategies. Only members get access to this FREE resource.
Our Latest Charitable Giving Articles
Meaningful Conversations: Is a new model for philanthropy necessary in 2021?
“Philanthropy is commendable, but it must not cause the philanthropist to overlook the circumstances of economic injustice which make philanthropy...
Meaningful Conversations: The Importance of Vision and Emotions in Planned Giving
Meaningful Conversations, Vision and Emotion in Planned Giving The world has changed dramatically over the past year and that means we too have...
Donor Motivation Program Campfire Chats with Al Roberts
Join me as I chat with Al Roberts, for a Donor Motivation Program and CAGP (Canadian Association of Gift Planners) Campfire Chat. We're discussing...
Connect With A Philanthropic Financial Planner
Smart charities and non-profits see the wisdom in working with financial advisors who become valuable allies. Philanthropic Financial Planners are trained specialists who understand planned giving, and the challenges of the non-profit sector.
PFA’s are donor motivation specialists who can help you engage major donors, and increase legacy gifts.
Let us connect YOU with a Philanthropic Financial Planner in your area – simply fill out this form:
