The PGT Resource Library

Powerful — Effective — Useful — Informative

Getting Started

Learn how to launch a successful planned giving program. Whether you are a veteran gift planner or a newcomer to the field, these introductory resources will serve you well. Use them for personal development, staff training, board awareness and committee enrichment.

• Charitable Bequests
• Charitable Trusts
• Endowments
• First Steps in Planned Giving
• Getting Going in Planned Giving
• Gift Annuities
• Planned Giving Plainly

Marketing Resources

Sharpen your marketing skills and learn from seasoned professionals as they share their fresh ideas and practical insights.

• Finding More Planned Gifts
• Gaining More Planned Gifts
• Pursuing Planned Gifts

Marketing Reprintables

19-Article Book Series - Take the pain out of wordsmithing and concept generation with this series of seven 19-Article books featuring reprintable marketing articles you can use in your publications to donors and/or as an outline for a presentation. Simply drop in your organization's name and reap the rewards of a well-written article!

• Book One: 19 Articles You Can Use
• Book Two: 19 More Articles You Can Use
• Book Three: 19 Other Articles You Can Use
• Book Four: 19 Further Articles You Can Use
• Book Five: 19 Extra Articles You Can Use
• Book Six: 19 Handy Articles You Can Use
• Book Seven: 19 Helpful Articles You Can Use

Inspirational Resources

Laugh. Cry. Learn. Insights and inspiration to guide you along the planned giving path. These books also make the perfect gift for a planned giving colleague or board member who might not fully understand the day-to-day workings of a successful PGO.

• Along the Way in Planned Giving
• On My Way in Planned Giving