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.
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.
Read and watch video: Why you need a planned giving website.
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.
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.
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.
The LegacyOrganizer™ collects and organizes one's assets thus streamlining the visit with an attorney.
The LegacyPlanner™ creates a legal will in 50 states. Can be used as is or reviewed by the donor’s attorney.
Myths, Facts, Stats & Ruminations
Assess Your Planned Giving Readiness
Is Your Board Ready for Planned Giving?
How to Launch a Planned Giving Program
10 Simple Tips and Strategies to Market Planned Gifts
How Planned Gifts Work (Includes videos, donor profiles, more)
For the Small Nonprofit: Planned Giving Micro Websites
Get the insider’s guide to planned gifts! You’ll better understand the upsides and downsides of gifting options. Available in three versions for:
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.
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.
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How do you want to be remembered? Someone who left chaos or left a legacy?
After the fundraising marathon of November and December, thinking about another development strategy in January may seem like going overboard. However, a built-in requirement for every nonprofit in the United States provides an inspiring place to add extra stewardship at a key time of year.
I’ll never forget the first time my wife and I met with our lawyer to create our estate plans. When do you pull the plug if a partner is terminally ill? What happens if we both die in an accident at the same time? Who do we trust to be an executor? It was, in many ways, a grim task, and I could see why so many people put it off.
Online will makers are everywhere you look these days. From FreeWill, Rocket Lawyer, Trust & Will and GivingDocs to the comprehensive LegacyPlanner, it feels like everyone is offering their own version. And sometimes it seems like they all just appeared overnight, too. But the truth is, the industry has been around for decades — both US Legal Wills and LegalZoom had online versions more than 20 years ago.
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