Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
(Feature Article: Anne McClintock Harvard University)
Find the clues to begin the dialog … and close the deal. This course couldn’t come at a better time.
CFRE Approved
Websites, Landing Pages
Postcards, Tracking Tools
Brochures, Content Development
All the Smarts You Need in a Box
Content, Letters, Forms, Videos
Developed by two former Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions.
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 so simply laid out that it carries no learning curve. It has all the content and tools you need — from 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 it yourself? Work with an approved coach. The Box is especially helpful to consultants who want to focus on growing their practice. It helps consultants focus on the client first instead of reinventing the wheel and writing content.
Gain insights from industry thought leaders. See success though a new prism.
Cover: Stuart Sullivan, Chief Development Officer, Shriners Hospitals for Children
More: Your Voice: “Keeping it Fresh”; Ask the Expert! (Legacy Seeds); More Than One Kind of Smart; Donor Recognition: Does it Work?; Why Jews Give; Call to Action.
Get the insider’s guide to what planned gifts can do! You’ll better understand the upsides and downsides of different gifting options. (Soon to come: Pocket Guide for MGOs.)
Learn planned giving! Your comprehensive resource to what planned gifts can do for your donors and for your organization.
Side-by-side comparison of gift plans. Branded to your organization.
Build internal support (your boss, board and team). Free downloads.
Conversation Starters, Donor Interview Form, Donor Characteristics Table, Sample Codicil, Solicitation Letters, more.
A planned giving website for your donors and one for financial advisors lays the foundation for a successful marketing plan. It provides 24/7 access to your information to fulfill philanthropic needs.
We deliver enterprise planned giving marketing solutions for savvy donors down to simple planned giving websites for smaller nonprofits and churches.
This solution is your answer if you are a national organization, foundation, Diocese or Archdiocese with affiliates.
Landing pages with digital outreach and interactive tools (calculators) get attention, build trust and convert casual browsers to active visitors.
All have marketing and legally vetted language that explain how gift plans work.
Fact: print marketing is far more powerful than e-marketing. So if you are planning on using e-marketing alone, don’t; balance it with print. Access a comprehensive series of gift planning tools, marketing materials and brochures a-la-carte. Or consider our PG Campaign (a customized marketing solution) with a 12- to 36- month comprehensive marketing plan.
Complete Services Sheet (PDF)Some content available in Spanish
ALL THE TOOLS YOU NEED
We’ll do all the work while you pursue your goals.
PG Campaign is your complete, integrated, customized multi-channel marketing solution.
If you are a national organization or foundation with several nonprofit partners, here’s your solution.
Before contacting us, evaluate your planned giving readiness.
Complete Services Sheet (PDF)Some content available in Spanish
We do not sell or share your information.
We’re friendly people! Fill out the form on the left, email us at succeed@plannedgiving.com, or just pick the phone and call.
My Dad never wanted to talk about creating a will. “Don’t worry,” he’d say, “It’s not like I’m going to die tomorrow.” Then he’d change the subject—usually to the tomatoes he was growing—because he found talking about planning his estate too uncomfortable. Guess what? My Dad died without ever making that estate plan.
It has taken nearly twenty years of persistent lobbying by a handful of key players in the nonprofit sector, and in the end they had to accept some steep compromises, but as of January 1st, if you are age 70-1/2 or older, you can make a direct “rollover” from your traditional IRA into a charitable remainder trust or a gift annuity contract.
If you’ve named a charity as the beneficiary of an asset such as an insurance policy or retirement account, you know that the beneficiary designation forms typically request that charity’s name, address and tax identification number (TIN). And if there’s a mistake?
Do you know what CGA’s are? Is your non profit offering them? The donor benefits are even more attractive than before, so if your nonprofit is not currently offering CGAs, now is the time to start!
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