Planned Giving Tool Kit
CCF’s 2011 report, The Future of Philanthropy in Los Angeles: A Wealth of Opportunity, revealed that the coming decades hold tremendous possibilities for organizations who incorporate planned giving into their development strategies.
Our no-cost Planned Giving Toolkit for local nonprofit organizations makes starting or building a planned giving program easier and more effective. Planned giving programs help build stability and sustainability for nonprofits, and fulfill the long-term goals of donors. From customizable donor letters to strategies for engaging nonprofit boards, the toolkit contains everything a nonprofit needs to start their own planned giving program today.
- Planned Giving Toolkit Interactive eBook (requires Flash Player)
- Planned Giving Toolkit Inserts Interactive eBook (requires Flash Player)
- Planned Giving Toolkit with Inserts
- Create Your Legacy Editable Version (download to insert your organization’s logo)
- Planned Giving Presentation
- The Future of Philanthropy in Los Angeles: A Wealth of Opportunity
- Money and Wealth in L.A. County (video)
CCF’s Agency Funds allow nonprofits to to focus on their mission rather than spending time identifying and supervising investment managers. Agency Funds also help with gift acceptance and planning and endowment-building to ensure long-term financial sustainability.
To find out how your organization can streamline financial management and build its endowment through an Agency Fund, view our Agency Fund Fact Sheet.
Nonprofit organizations serving Los Angeles County are able to take part in training, technical assistance and financial assistance from special support nonprofits, known in the field as “management support organizations.” We encourage donors who would like to help particular nonprofits achieve a higher level of sustainability and capacity to consider funding one of these important organizations. Nonprofits can take advantage of the low-cost, discounted services available through the following CCF-supported management support organizations:
Academies for Social Entrepreneurship provides training and mentoring programs for sustainable, mission-based businesses.
California Budget Project (CBP) provides nonprofit organizations and community stakeholders in Los Angeles County with state budget briefing papers and analyses to help nonprofits improve their understanding of the state budget process and be better equipped to mobilize their constituencies to advocate for budget proposals that improve the lives of low- and middle-income Californians.
Center for Nonprofit Management of Southern California provides management training workshops and peer meetings for nonprofit professionals and board members.
CompassPoint provides nonprofits with management tools, strategies and resources to lead change in their communities.
Los Angeles Social Ventures Partners offers Social Innovation Fast Pitch, a free two-month communication skills training program for nonprofits that are creating lasting social change in Greater Los Angeles. The program trains nonprofit leaders to powerfully communicate their story, and connects them with leaders in the business, philanthropic, and nonprofit communities who can help them achieve their goals.
Grantsmanship Center offers Project Grantsmanship, a five-day intensive workshop that helps nonprofit participants plan more effective programs and produce compelling proposals for funding.
Executive Service Corps provides capacity-building services in management, board development, fundraising and leadership through a trained volunteer corps of business and nonprofit executives.
Long Beach Nonprofit Partnership provides management training workshops, peer convenings and a Leadership Academy to Long Beach area nonprofits.
Nonprofit Finance Fund provides financial technical assistance and lending services that help nonprofits understand and communicate their financial situations, create cash reserves, build endowments and understand the connections between program priorities, organizational capacity and capital needs.
Riordan Leadership Institute trains young professionals as board members and helps match them to nonprofits seeking new board members.
Special Services for Groups works with selected CCF grantees to become a learning organization through participation in a one-year peer learning and coaching process focused on outcomes-based planning and evaluation.
Taproot Foundation provides six-month pro-bono consulting services on such needs as marketing and branding, information technology, leadership development, strategic human resources planning and strategy management.
Valley Nonprofit Resources provides training, technical assistance, specialized consulting and peer learning opportunities to nonprofit organizations in the San Fernando Valley, including strategic planning.
Annenberg Alchemy strengthens the capabilities of executive directors and board chairpersons to transform their organizations’ boards into effective fundraisers.