Obviously if we are going to talk about planned giving resources for local United Way's, we have to list UW Online - not just because they are the mother ship, but because you are going to find some great tools and ideas there.
They have greatly improved United Way Online in recent months and the site is much easier to navigate. Go to "Resource and Tools", "Give", and then click on "Endowment and Gift Planning Service Center." It's well worth the time you can spend exploring the different topics and resources.
I was looking at other planned giving websites the other day and came across The University of Texas and their planned giving website at
www.gftpln.org/Home.do?orgId=450. Their planned giving website is by Crescendo (who I will talk about tomorrow), but what caught my eye was the Resources section on the right side. Take a look at their Sample Language and Forms, Estate Intention Letter, and Gift Planning Guide. These are definitely ideas worth borrowing.
More tomorrow.
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