$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.

Elderly Woman Online
Planned Giving Marketing
Viken Mikaelian

Seniors, Technology, and Wealth

As long as technology has existed, there’s been a perception that seniors are not just slow to adopt it, but resistant to use it. Some fundraisers still say things like, “Our donors are all older, so they aren’t online.” Well, we dug into the facts and figures about seniors and technology in 2024 … and what we learned blows those skeptics completely out of the water.

Read More »
Variety of Flowers Depicting Major and Planned Gifts
Planned Giving Marketing
Sarah Pinto

The Blended Gift Is Here. Are You Prepared?

To fully empower our donors, fundraisers must consider the long-term within the major giving sphere. Think about it – You cultivate, you discover. You steward, you engage. You ask … and you receive!  You thank … and then what? You drop and move on to the next prospect, the next check?

Read More »
Hand bump — the new handshake
Planned Giving Marketing
Viken Mikaelian

The Verbal Promise

A donor makes a verbal promise to include a planned gift for your organization in their will, but they never send you a signed intention form. Then the donor dies. How do you ask the family if the gift was included in the donor’s estate plan? This type of situation happens frequently.

Read More »

Reach out! We look forward to hearing from you.


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