Getting Started

Welcome. This website is your first — and last — stop for all your planned giving needs. Truly, there's something here for everyone.

Whether you’re looking for a tool or resource to improve your marketing, downloadable copy, such as solicitation letters, articles or brochures, that saves you time and money, our start-to-finish planned giving marketing toolkits, the The Ultimate Quick Reference Planned Giving Pocket Guide or Planned Giving Policy Manual, or even a peer's personal story and reflections on our profession to help you re-charge and re-focus,this is the place to be.

Here's how to benefit from this site:

1. Have a question? Visit our Answers section.
2. Have a personal story to share? Here’s where you can have fun sharing your own and reading your friends’. Read at your own risk because it's not necessarily for the faint of heart or the fawningly polite!
3. Under a tight deadline with your publication? Need to get your next planned giving newsletter out? We probably have the article or content you want at Tools and Downloads.
4. Need general planned giving marketing advice? Read our white papers as well as our nationally recognized blog. Same warning applies for the blog: our contributors tell it like they see it — they're never bland or tame.

Enjoy this website, and feel free to post your input. No comments are ever ignored.

Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"

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