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you may download for free. Please read our Terms of Use before
downloading. CLICK the title to download. |
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NEW!
Managing
Donated Life
Insurance PoliciesDownload
Spreadsheet HERE
(Free Version)
Order our complete
Managing Donated
Life Insurance CD-ROM
HERE
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Investment Policy
Checklist for Non-Profits |
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The 12 Costliest Mistakes in
Planned Giving |
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Article: Building
Relationships with Donors |
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Article: The Case
for Planned Giving |
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Article:
Family Issues in Planned Giving |
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Article: Marketing for
Bequests |
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Model Standards for Gift
Planners |
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Duties of a CRT Trustee |
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Philanthropy Protection
Act of 1995 |
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IRS Publication 526 - Charitable
Contributions |
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Donor Bill of Rights |
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AFP Code of Ethics |
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Prospect Tracking Spreadsheet
(MS Excel file) |
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Slides: Building a
Great Board of Directors (FCOA August 23, 2005) |
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Board Evaluation Checklist
(FCOA August 23, 2005) |
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Managing Donated Life Insurance Policies: Slides (NCPG 2005) |
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Managing Donated Life Insurance
Policies: Spreadsheet (NCPG 2005) |
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Understanding Gift Annuities (TBAPGC Jan 26, 2006) |
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Presentations from June Workshop (AFP New
Orleans June 8, 2006) |
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Terms of Use: By downloading any of these materials, you fully
agree to these provisions:
1. You may use these materials only at your own organization.
You may not re-distribute them in any manner, nor use them for any
commercial purpose. These are copyrighted materials and they may not be
used in other way without permission from Florida Philanthropic Advisors,
LLC.
2. You may not remove the copyright notice, our company name or our
website address from any downloaded document |
