$147 Average Online Donation

$80,000 Average Bequest

Where is your thinking?

Planned Gifts Can Get Complicated. Marketing Them Shouldn't Be.™

Planned Giving Websites

Your planned giving website provides donors 24/7 access to your information to fulfill their philanthropic needs.

From enterprise-level planned giving marketing websites for large organizations to more basic builds for smaller nonprofits and churches, our planned giving solutions deliver donors to your doorstep.

For organizations with well-established back-office planned giving operations.

For the smaller shop in mind. Build your online planned giving presence fast, affordably and with no effort. 

Your donors are “there” every Sunday. Show them what planned gifts can do for them, and for the Church. 

Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions. 

For Any Nonprofit With a Small Shop

Did you know that annual gifts and major gifts go up when you have a planned giving program in place? Want grantors, grantees, sub-grantees and your board to take you more seriously? Just follow the step-by-step instructions in The Box. 

The instructions are simply laid out that it carries no learning curve. It has all the content and tools you need — from what to mail, gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.

Don’t have time to implement The Box yourself? Ask how you can work with an approved coach. 

Legacy Organizer Logo

The Box is now available with LegacyPlanner™ and LegacyOrganizer™

Cash is down, bequests are up. Motivate your donors to plan their will and invest their legacy in the cause they support the most.

Legacy Organizer Logo


The LegacyOrganizer™ collects and organizes one's assets thus streamlining the visit with an attorney.

Legacy Planner Logo


The LegacyPlanner™ creates a legal will in 50 states. Can be used as is or reviewed by the donor’s attorney.

Featured Cover

Pazit Levitan

Director of Development
American Friends of Soroka Medical Center

Pazit’s doctoral research explored how women become influential leaders on nonprofit boards. As she interviewed seasoned board directors, she found solidarity and inspiration from others who were, like her, juggling it all.

Other Articles

  • Your Voice: “Better Late Than Never”
  • Ask the Expert! (Should charities accept gifts of life insurance?)
  • Initiating the Legacy Conversation
  • Creating Chemistry
  • Keep It Simple; Sell the Sizzle
  • Call to Action
  • And more…

For the Success Minded

Exclusive interviews, tips, research, case studies and stories from nonprofit experts. Giving Tomorrow is the first and only magazine devoted to marketing planned gifts and blended gifts, so you can grow your nonprofit’s endowment — and your own fundraising career.

Handwriting note late at night by candlelight
Planned Giving Marketing
Sarah Pinto

The Big DAF Gaffe

A lot of donors are leaving undistributed assets in their DAFs — defeating the intent of a donor-advised fund. What’s the solution before a government crackdown? Here are some answers.

Read More »
Everyone Has a Story - Movie Board
Planned Giving Marketing
Viken Mikaelian

A Mountain of Evidence: Donor Stories Work

First-hand accounts back it up. The data proves it. And numbers don’t lie. But despite hearing over and over again that donor stories sell, they still remain one of the most under-utilized tools in planned giving.

Read More »
Two men ducking a revolt / complaints from public
Marketing Planned Giving
Viken Mikaelian

Sometimes, the Same Old Thing Is a Good Thing

As marketing guru Seth Godin says, repetition builds trust, and consistency stands out. Have you ever been annoyed at a company just because it made a change to its marketing or advertising campaigns? Maybe it was a business that switched its slogan for no reason; or maybe it was a firm that did a complete about-face and changed its name to something ridiculous or created a brand-new ad campaign, when the old one was working quite well.

Read More »
Laptop illustrating netiquette on screen
Planned Giving Marketing
Patrick O'Donnell

The End of an Error: How to Write an Email That Gets Read

The convenience of sending all those digital communiques zipping through cyberspace with a mere keystroke has caused us to forget some basic rules and best practices about emails — and good communication in general. Here are a few tips that will help your next email not only get read, but make a good impression and maybe even inspire your reader to take action.

Read More »

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