Best Practices

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Gift Planning Best Practices
As a part of Woodmark's Legacy Advancement initiative, in 2019 Woodmark members formed the Gift Planning Collaborative and teamed up with consultant Kathryn Miree to produce Woodmark’s Gift Planning Best Practices.  Learn more about the process the Gift Planning Collaborative underwent to support members’ efforts to strengthen gift-planning practices and programs.

Click above to go directly to the Woodmark Best Practices library where you'll find resources to support each of the Gift Planning Best Practices.

Interested in strategizing about a complicated gift planning opportunity? Curious about where to start to implement the Gift Planning Best Practices? Meet Kathryn Miree and reach out to her with your question today.

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 Gift Planning Edge, a newsletter available below or in the Best Practices Library here.