Webinars:
AHP Virtual Learning session: "Planned Giving Strategies in the Current Economic Environment." On January 28, 2009, James E. Connell, FAHP, CSA, principal, Connell & Associates Charitable Estate and Gift Planning Specialists, and John P. Drake, CFRE, president, Irving Healthcare Foundation, discussed how to use a planned giving audit to identify opportunities; the use of alternative gift strategies, such as non-cash assets and advisor networks, to build new philanthropic programs; and the important role of endowments in weathering economic uncertainty, and how recent tax law changes can be an impetus to endowment growth. Order CD of session.
Articles & Presentations:
"Building an Effective Legacy Society: Why They Flourish. Why They Struggle," presented by David Valinsky, David Valinsky Associates LLC, at the 2006 AHP International Conference. Download Presentation.
AHP Study Guides:
Study Guides are available for purchase from the AHP Online Store.
- Introduction to Planned Giving
- Setting Up the Planned Giving Program
- Managing and Evaluating the Planned Giving Program
- Understanding the Planned Giving Instruments (U.S.)
- Undersatnding the Planned Giving Instruments (Canada)
Online Resources:
The Partnership for Philantrhopic Planning.
AHP Resource Center:
Online Collection: The AHP Resource Centers' Online Collection is your one stop shop for sample, handouts and articles on topic important to the healthcare development community. All documents within each topic are downloadable for AHP members. Non-members can contact the Knowledge Manager for more information.Online topics: Planned Giving.
Information Packets: The AHP Resource Center maintains a collection of Information Packets on topics of interest to our members. Complete list of titles. If you are interested in the Introduction to Planned Giving, Charitable Gift Annuities, Charitable Remainder Trusts, Life Insurance, Pooled Income Funds or Wills & Bequests packets, call 703-532-6243 or email the Knowledge Manager at resource@ahp.org.