Resources

Webinar: Unlock The Invisible YES

With Speak: Gary Hubbell

Learn how to move "stuck" conversations forward to "Yes!"

The ABC’s of Planned Giving

Download this quick and easy guide to common terminology in planned giving, aka charitable gift planning.

Download guide

Fractional Planned Giving Case Study

This case study looks at the challenges a mid-sized non-profit was facing and how a fractional planned giving director helped overcome those obstacles.

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What Is Planned Giving

This video training and accompanying deck provides a baseline understanding of planned giving, the important instruments available, and why yesterday was the best day to get started (and today is the second best).

Learn from what we share as guests on some of the most popular podcasts

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