Preparing for an upcoming donor meeting?
Explore resourcesWe’ve gathered some of our best resources for charities to help you prepare for donor conversations. Explore by topic for practical tools, guidance, stories, and insights.

Major gifts guide for charities
This practical guide helps charity leaders identify major donors who may be strong candidates for asset giving and start more meaningful conversations about asset gifts. It also walks through common giving opportunities and shows how we can come alongside you. Download PDF

Tools to introduce asset giving
These donor-friendly resources help you introduce the idea of giving appreciated assets, including real examples from other donors.
Asset giving overview (concept sheet)

Resources when you want to go deeper
Use these popular resources when donors are asking about specific asset types or giving vehicles. You can also search our resources page for more.

Other resources to grow your giving knowledge
If you’re wanting to feel more equipped for donor conversations, these additional resources can help.

Asset Giving University: Transform how you engage donors
Preparing for an upcoming client meeting?
Monetizing your gift: How distributions are processed
Making your gift: Securing your deduction