• COMPANY ASSETS

    Company Assets

    • Legacy Planner
    • Giving Tomorrow Magazine
    • Major Gift Today ( Monthly)
    • Majorgifts.com
    • Giftplanning.org
    • Plannedgiving.wiki
    • Bequests.com
    COMPANY PHILOSOPHY

    Planned Giving Wiki

    Learn and prosper! Comprehensive information resource.
    More>

    Gift Planning Downloads

    Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.

    More>

    Center for Major Gifts

    Personal and professional development courses for MGOs. Includes community job board.

    More>
PlannedGiving.Com Logo 275x88
  • ABOUT US

    The Planned Giving Authority

    • Our Philosophy
    • Team Members
    • Clients and Friends
    • History
    • Importance of Planned Giving

    Signature Services

    • Planned Giving Websites
    • Community Foundations

    Training

    Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.

    Read more>>

    Tools & Content

    Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.
    Read more>>
    WHY PARTNER WITH US?

    Planned Giving Wiki

    Learn and prosper! Comprehensive information resource.
    Read more>>
    • FAQs, Resources, Quizzes. Advice. Press
  • PRODUCTS AND SERVICES

    Signature Services

    • Planned Giving Websites
    • Websites for Smaller Shop
    • Brochures
    • Postcards/Direct Mail
    • eBroadcasts & Landing Pages
    • Newslets
    • Will and Legacy Planner
    • Estate Planning Toolkit
    • Videos
    • Community Foundations
    • Donor Album
    • Donor Story Writing
    • FAQs, Resources, Quizzes. Advice. Press

    Training

    Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).

    Read more>>
    Planned Giving in a Box

    Tools & Content

    Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.
    Read more>>
    Giving Tomorrow Magazine

    (Feature Article: Anne McClintock Harvard University)

    Planned Giving Wiki

    Learn and prosper! Comprehensive information resource.
    Read more>>

    Top Categories

    • Online Marketing
    • Print Marketing
    • Donor Surveys
    • Webinars
  • BUNDLED SOLUTIONS
  • CONTACT US
  • EMAIL
  • 800 490 7090
  • GIVE AND TAKE
  • LinkedIn
The Power of a Good Donor Story

The Power of a Good Donor Story

Direct Mail and Planned Giving,  Marketing Planned Giving,  Planned Giving Marketing

An effective donor story elicits a natural identification in your prospects. “That’s me!” is their response as they read it.

June 5, 2020 / 0 Comments
read more
stop multitasking

Stop Multitasking… it Reduces Your Productivity!

Effective fundraising,  Self Improvement

So you think you’re good at multitasking? You can talk on the phone, write an email and schedule a dentist appointment online all at once, can you? Scientific studies show that’s not true. It’s time to stop multitasking, before you destroy your productivity!

May 14, 2020 / 0 Comments
read more
stop multitasking

The Planned Giving Productivity Quiz

Planned Giving Marketing,  Relationships,  Self Improvement

Planned giving productivity. It’s not about learning calculators, CRUTs and CRATs. Here are 5, simple helpful tips for you career — and mental health.

July 23, 2019 / 0 Comments
read more
What a Difference a “Comma” Makes | Planned Giving

What a Difference a “Comma” Makes

Planned Giving Marketing,  Relationships,  Self Improvement

“Oh, you’re one of those people who care about the black squiggly marks,” the Director of Development told me.

June 19, 2019 / 0 Comments
read more
Get Un-Stuck and Get Moving

Get Un-Stuck and Get Moving

Relationships,  Self Improvement

There are many smart people walking around with brilliant ideas in their heads, but just a small few of them can manage to take action and make something happen.

October 17, 2016 / 0 Comments
read more

What Are You Thankful For?

Relationships,  Self Improvement

Our clients are some of the most successful, creative people in the planned giving community. We asked them what they’re grateful for, and here’s what they said. (Feel free to steal their ideas at your family feast on Thanksgiving.)

November 24, 2015 / 0 Comments
read more

What a Planned Giving Professional Can Learn from a Realtor

Planned Giving Marketing,  Relationships

By Two Cent Steve, Planned Giving Director at one of PlannedGiving.com’s university clients Two hundred and fifty three brave souls signed on for a recent webinar with Viken Mikaelian and Tom Ahern. That’s two out-of-the-box thinkers with a habit of saying it like it is … bound to get interesting.

July 30, 2015 / 0 Comments
read more
Google Uses Direct Mail Like Crazy

Google Uses Direct Mail Like Crazy

Giving,  Planned Giving Marketing,  Relationships

  So it’s settled. Direct mail is a good idea. My husband and I run a small business. A very small business. So I was a little surprised to find out that we’re on Google’s mailing list. I’d understand if they sent me an email, or maybe a personalized video pop-up on YouTube. But no … […]

April 17, 2014 / 0 Comments
read more

PlannedGiving.Com

1288 Valley Forge Road
Unit 82
Valley Forge, PA 19460

  • 800 490 7090
  • FAX 863 400 6183
  • SUCCEED@PLANNEDGIVING.COM
  • Copyright Policy
  • Privacy, Terms

Quick Jumps

  • Planned Giving Websites
  • Postcards
  • Brochures
  • Surveys
  • Community Foundations

Subscriptions

  • Giving Tomorrow Magazine
  • Major Gifts Today
  • Weekly Planned Giving Tips
  • Outreach Downloads: Clients Only

Special Links

  • Expired Resources Portal

Contact

  • About us
  • Press
  • Services Listing
  • Blog
  • Submit Your Article
  • Contact

Copyright 2022 © PlannedGiving.Com