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ARTICLES

Staying Strong - What nonprofits can do during tougher economic times -  

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7 Rules for Marketing Planned Gifts to Donors  - Learn More


5 WAYS FINANCIAL ADVISORS HELP CHARITABLE GIVING - Learn More

THE ADVISOR’S ROLE IN HELPING CLIENTS WITH MEANINGFUL LIFE TRANSITIONS - Learn More

RESOURCES

GLOSSARY OF LEGAL, CHARITABLE AND FINANCIAL TERMS 

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NACGP Standards for Gift Planning Success

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MODEL STANDARDS OF PRACTICE FOR THE CHARITABLE GIFT

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Helpful Resources


Past Meetings

Brian Rist 

Local philanthropist Brian Rist shared what he has learned about philanthropy during the final luncheon of the 2022 season for The Planned Giving Council of Lee County at the Broadway Palm Dinner Theater on May 26, 2022. 

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