During over 20 years at Union for Reform Judaism, David Katowitz helped develop a number of essential guides to planning for congregations. Below are links to some free resources you may find helpful:
Cultivating The Future: Long Range Planning for Congregations
Developing Your Future: A Guide to Developing a Planned Giving Program in Your Synagogue
We plan to expand our list of resources soon.
In the meantime, please contact us so we can provide you with additional resources you may need.