Charitable Gift Annuity
Master This Planned Gift: Charitable Gift Annuity
Charitable gift annuities are a dynamic planned giving vehicle that can provide a major gift to a nonprofit while also delivering peace of mind to your major donor.
Giving Tomorrow Magazine
Planned Giving Websites
Planned Giving in a Box
Education
Giving Tomorrow Magazine
Click above for sample issue.
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.
MORE Planned Giving Websites
Planned Giving Websites
A planned giving website lays the foundation for a successful marketing plan. It provides donors 24/7 access to your information to fulfill their philanthropic needs.
We have the right website level for your nonprofit, no matter your size or budget. From enterprise-level planned giving marketing websites for the largest organizations to more basic builds for smaller nonprofits and churches, our planned giving solutions deliver donors to your doorstep.
Websites for Affiliate Partners
This solution is your answer if you are a national organization, foundation, Diocese or Archdiocese with affiliates. (Ex., Red Cross, American Cancer, ALS, JDRF, Foundation, Archdiocese, etc.)
All planned giving websites can incorporate our online will planners as a fully integrated modules. This is significantly different than the “add-on” products in the marketplace today.
Planned Giving in a Box
Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions.
Small Shop? Begin Here.
Want grantors, grantees, sub-grantees and your board to take you more seriously? Did you know that annual gifts and major gifts go up when you have a planned giving program in place? 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.
The Box is now available with LegacyPlanner™ and LegacyOrganizer™
Motivate your donors to plan their will and invest their legacy in the cause they support the most.
Education
Primers
Assessment Tools
Assess Your Planned Giving Readiness
Is Your Board Ready for Planned Giving?
21 Steps to a Successful Planned Giving Program
10 Simple Tips and Strategies to Market Planned Gifts
How Planned Gifts Work (Includes videos and donor profiles)
For the Small Nonprofit: Planned Giving Micro Sites
Pocket Guide
Get the insider’s guide to what planned gifts can do! You’ll better understand the upsides and downsides of different gifting options. Available in three versions for:
- Professional gift planners
- Major Gifts Officers
- Board Members and Volunteers
PlannedGiving.com makes it easy for us to offer robust and interactive Planned Giving information with website pages that integrate seamlessly with the look and feel of our site.
This is a valuable resource for any organization seeking to close more, better gifts of real property
I am so grateful for our relationship. You are an industry leader and am thankful that our mission benefits from your knowledge and expertise.
You help us make a difference in the world.
Fantastic Group!
The team at PlannedGiving.com are consummate professionals who work diligently to help make non-profits better. We are honored to be partnering with them.
The people at PlannedGiving.com have made it possible for our small development shop to be able to run a planned giving program that dovetails with all our other giving objectives. They make it simple to manage and maintain.
PlannedGiving.com offers incredibly helpful tools & materials, and the client service is top notch!
We've used PlannedGiving.com for a few years now and we're very happy with them. Incredibly responsive, easy to work with, great value, and some cool resources for donors and prospects. I definitely recommend.
They get results. Cutting edge ideas and donor centric messaging with a dash of humor. My donors love that.
I am grateful to have such an experienced group on my side. We can accomplish our work in large part to what they can offer us.
I am able to get the structure I need, design , print and mail with just a little bit of work on my end. So I think this is a great place for NGOs who want to have a Planned Giving program but not a dedicated staff person!
I love the new layout of my planned giving website. Very professional, clean, intuitive and easy to navigate.
Viken Mikaelian and his team do an excellent job. They're always coming up with new and better ways to promote planned giving and they're always helpful.
A tremendous resource to me and the NPO's I serve through my consulting practice. Their Planned Giving in a Box for smaller shops is exceptional. Equally impressive is their newest initiative "The Center for Major Gifts."
Very professional and would recommend them to anyone!
The team at PlannedGiving.com is very knowledgeable and responsive. With access to leaders in the area of planned and legacy giving, PlannedGiving.com is my go-to resource for information and ideas.
Highly professional group who know what they are doing. The team delivers on what they promise often ahead of schedule. Perfect resource for any size development office!
I have found PlannedGiving.com to be the perfect partner for our organization. Their team has succeeded in improving our online presence and increase and improve cultivation and outreach by mail. They are all great to work with. Responsive, knowledgeable, professional.
Great content for our website — really clear, attractive, and useful. I just downloaded of a brochure that we'll offer at an upcoming event and use at donor visits. It was easy to customize and looks great. Staff and leadership are all extremely knowledgeable and helpful.
The PlannedGiving.com team worked closely with us to get us the features we needed for our website. They have been professional, responsive and a joy to work with every step of the way. I highly recommend them!
PlannedGiving.com is a wonderful company with good resources to use when discussing planned giving with potential donors. I would highly recommend using them.
Smith College we have a tradition called Mountain Day. We never know exactly what day that will be, and this year it came fast. We always thank our society members for Mountain Day with a postcard. We were impressed by the highly responsive team to execute our creative marketing needs on extremely short notice. The finished product was beautiful.
The people at PlannedGiving.com made it possible for our small development shop to run a planned giving program that dovetails with all our other giving objectives. They make it simple to manage and maintain.
The company is very attentive and quick to respond to our needs. We have been very happy with their services over the years. Highly recommend.
Stock and IRA distributions have gone quite well! And we may have a million dollar bequest soon.
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Get In Touch!
Please contact me. I have questions or need consultation about your planned giving marketing services.
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Schedule a Free Consultation with a Planned Giving Specialist
800-490-7090
We’re friendly people! Fill out the form on the left, email us at succeed@plannedgiving.com, or just pick the phone and call.
Major Gifts
Engage Major Donors with a Commissioning Club
The textbook definition of a commission is, “a fee paid to an agent or employee for transacting a piece of business or performing a service.” However I prefer to think of a commission, in terms of the nonprofit world, as connecting inspiration with financial and community support. Commissioning clubs provide a uniquely inspirational way to connect major donors intimately with the cause they care about.
Major Gifts
Don’t Build a Major Gifts Program Without a Culture of Philanthropy
A culture of philanthropy ranks as one of the most vital foundations to a successful development department. Nonprofits looking to boost fundraising and build substantial relationships with major donors should first measure the strength of their organization’s culture of philanthropy.
Planned Giving Marketing
Should My Nonprofit’s Board Set a Minimum Gift?
Many nonprofits choose to set a clear fundraising expectation from each member of their nonprofit board. However some nonprofits choose to let their board members decide the amount of their gift to the organization each year. Others permit board volunteers to give in ways that aren’t financial. But what are the risks and rewards of setting a minimum board giving level?
