COVID-19 Whitepapers
Pentera's National Survey Findings: Best Practices for Marketing to Planned Giving Donors During COVID-19
Pentera's newest whitepaper, "Pentera's National Survey Findings and Best Practices: Marketing to Planned Giving Donors During COVID-19," is a far-reaching analysis based on a new national survey. The whitepaper describes four best practices for marketing to donors that should be used during the pandemic—and provides dozens of real-world examples of marketing messages.
Seven Key Suggestions for Operating Your Gift Annuity Program with Low CGA Rates and Historically Low Interest Rates
Worried about what's going to happen to your gift annuity program with low interest rates and decreasing CGA rates? This whitepaper presents seven key suggestions for helping your gift annuity program in light of the recent decrease in CGA rates ...
Best Practices for Stewarding Planned Giving Donors During COVID-19
This whitepaper analyzes the findings of a recent Pentera survey of hundreds of planned giving departments in all nonprofit sectors across the nation. It looks at changes in stewardship strategies during the pandemic and presents best practices for stewardship.
COVID-19 Blog Articles
COVID-19 Webinars
Raising Major Gifts of Assets in the Aftermath of COVID-19: New Strategies for a New World
Presented by:
Russell James, J.D., Ph.D., CFP®
Professor, The CH Foundation Chair of Personal Financial Planning
Texas Tech University
One Year Later: Planned Giving Strategies and Vehicles One Year into COVID-19
Presented by:
Stacy B. Sulman, J.D.
Vice President for Personalized Philanthropy and Legal Affairs
American Committee for the Weizmann Institute of Science
Congress, Charity, & COVID-19: Top Tax- and Estate-Planning Techniques Today
Presented by:
Paul S. Lee, J.D., LL.M.
Chief Tax Strategist
The Northern Trust Company
Philanthropic Giving Trends and Insights from Private Wealth Clients During COVID-19
Presented by:
Donald Kent
Principal and Financial Advisor
Bernstein
Anne Bucciarelli, CFA
Head, Philanthropy; Co-Head, Family Engagement
Bernstein
Gifts of Personal Property, a New Opportunity During COVID-19?
Presented by:
Joe Bull, J.D.
Planned Giving in This New World: A Discussion of Gift Vehicles Within the Context of COVID-19
Presented by:
Stacy B. Sulman, J.D.
Vice President
American Committee for the Weizmann Institute of Science
Principles of the Face-to-Face Visit: Engaging Donors During and After COVID-19
Presented by:
Lynn Malzone Ierardi, J.D.
Director of Gift Planning
The University of Pennsylvania
Zen and the Art of Fundraising: Coping During COVID-19
Presented by:
Alexandra P. Brovey, J.D., LL.M.
Senior Director, Gift Planning
Northwell Health Foundation
The CARES Act: Its Effects on Charitable Giving Law and Other Related Coronavirus Legislation
Presented by:
Emil Kallina, II, J.D., LL.M.
Kallina & Associates, LLC