Nonprofit Endowment Toolkit

Planned Giving Resources


These resources have been gathered as source materials that you can refer to as you plan your organization’s planned giving strategy.  At these websites you will find documents that you can use, breakfasts, luncheons, conferences, and webinars you can attend, colleagues you can call or email for advice, innovations, inspirations, and planned giving consultants.  If you have any questions, please call or email Sheila Kinman at kinman@cfpbmc.org or 561-340-4503.