Preparing for an upcoming donor meeting?

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We’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

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)

How it works (video)

Giver stories & examples


Resources for exploring opportunities

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

Stock giving

QCD from your IRA

Charitable gift annuity (CGA)

Business interests

Real estate


More resources to grow your giving knowledge

If you’re wanting to feel more equipped for donor conversations, these additional resources can help.

Engaging Next Gen donors

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