Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
(Feature Article: Anne McClintock Harvard University)
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.
The end of the year is coming fast, and there’s a lot to get done if you’re a fundraiser. After all, at least half of all nonprofits receive the majority of their annual donations during the holiday season. And according to studies by Network for Good, 12% of all giving happens in the last three days of the year!
Online will planning is the latest tool in fundraisers’ arsenal—and it’s taking over the internet by storm as more nonprofits realize its potential.
Year-end gifts usually make up the bulk of most nonprofits’ yearly cash donations (about 31% in December; 12% in the last three days of the year). Which is why it literally pays to keep your donors up-to-date on tax-law changes.
Don’t write your will and when you die, you’ll be declared “intestate” … a fancy word that essentially means, “they didn’t think a will was important, so now the government gets to decide what to do with all their stuff.”
1288 Valley Forge Road
Unit 82
Valley Forge, PA 19460
Copyright 2022 © PlannedGiving.Com
Reach out! We look forward to hearing from you soon.
We value your privacy and keep your
information private. We do not spam.
