Tools for Startup

Get Started on Your Planned Giving Program with these downloadable tools! Consider Contacting Us Today to Schedule an Appointment to Assess Your Needs. Email Us for more information.

• Checklist for Endowment Fund Review
• Donor Qualification Worksheet
• Tips when starting an endowment
• CGA Implementation Checklist
• Endowment Fund Types List
• PG Options for Giving Chart
• Ten Simple Things to Promote Planned Giving