2014 Pocket GuideNow in 3 Editions More

PlannedGiving.com Pocket Guide

Fundraisers Edition
Over 4000 sold. Updated for 2014.

Financial Advisors Edition
What they need to know. The perfect networking leave-behind.

For Your Board, Donors,
Prospects and Volunteers

Friendly, accurate, non-technical. Just the thing for the non-specialist.

Success IdeasThey're Easy and They Work


Ready for Planned Giving?Our 47 Second Test

Fun and informative: fire up the Readiness Calculator for eye-opening results, then browse our resource pages for solid facts and insights.

What's Your I.Q.?Your Planned Giving I.Q., That Is

Take the "I.Q." test – it takes only a couple of minutes – and repair those nagging holes in your knowledge base!

We'll Do It For YouComprehensive Services

Customized, full-service marketing solutions. We do it all:



Do It YourselfReady-to-Go Content More

Downloadable, customizable content that gets results, from basic to advanced, in plain English or technical. Download, put your touch, deploy.

It's that easy.

Planned Giving in a BoxYour Future is Waiting More

Your easiest, most effective and economical way to start closing more and larger planned gifts in as little as one hour a week over 52 weeks.

$2,995 complete.

Planned Giving EssentialsBy Brian M. Sagrestano, JD, CFRE

If your organization is ready to launch a serious planned giving initiative, Planned Giving Essentials provides the foundation you need.

$20,000. Includes implementation. More…