Connecting Generations through Lasting Legacies

NFP Resources

Disconnect in Philanthropic Conversations
Lifetime vs. Testamentary Giving
Advice and Giving Survey
Trust Illustration Diagrams
Will or Trust? Decision Guide
The Six Levels of Wealth
Purposeful Planning vs. Traditional Planning Questions
Family Wealth Assessment Tool
Growing Donors Into Transformational Philanthropists
Motivating Women Philanthropists
Women and Wealth - Town & Country
Women and Retirement Perceptions

You will find "communication starter" documents you can share with your donors to get them thinking about gifting and creating a legacy.

There are also diagrams illustrating some charitable trust vehicles including:

  • Charitable Remainder Trust (CRT)
  • Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT)
  • Grantor Charitable Lead Trust (CLT)
  • Nongrantor Charitable Lead Trust (CLT)

Please contact us for more tools and significant, meaningful ways to connect with your donors.