Explore Planned Giving

Many thanks to the Aegis Group at Morgan Stanley for leading this interactive discussion about current trends in philanthropy and best practices for partnering with the advisor community to maximize your planned giving and donor development efforts. Here are some great resources to help your organization start or enhance your planned giving program:

California Community Foundation Planned Giving Toolkit: https://www.calfund.org/nonprofits/how-we-work/sustainability/planned-giving-toolkit/

Pasadena Community Foundation provides various services for nonprofits, including endowment management and charitable gift annuities (https://pasadenacf.org/)

Los Angeles Council of Charitable Gift Planners: https://www.pppla.org/