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Beneficiary Designation Website and Toolkit

Over 90% of planned gifts are simple beneficiary designations. They are easy to market, easy to give, easy to receive.

  • Cash
  • Appreciated Securities/Investments Fund Accounts
  • United States Savings Bonds
  • Bank Accounts
  • Jointly Held Accounts
  • Life Insurance
  • IRAs
  • CDs

And they usually do not require an attorney. Any person who cares about your mission — rich or poor, educated or not — can easily make these kinds of gifts.

So forget about Unitrusts. They’re complicated and uncommon. Cancel that seminar on gift annuities. You didn’t want to go anyway!

By simply promoting Beneficiary Designations to your prospects, you will see both your organization and career grow. 

And speaking of simple, our new “Designate and Donate” program makes it ridiculously swift, effortless and trouble-free for you to get the word out about the easiest, most popular planned gifts. 

This product includes:

  • Planned Giving Website
  • Marketing Outreach Materials
  • Educational Tools for In-House Use


Printer-friendly informational.

Order form.

Order form for private schools.

Planned Giving Website

  • 100% branded to reflect your existing website.
  • Customized with your name, logo, and contact info.
  • Online submission form.
  • “What is Planned Giving” video customized with your logo
  • All planned giving information hosted under our unique search-engine-friendly address:
  • Social media integration — all pages tied into your network
  • High density keywords for SEO (search engine optimization)
  • Discounts to upgrade your website as your program grows.


Marketing Outreach Templates

Postcards (two).
Professionally designed. Just drop in your photos, logo and name, and simply have it printed and mailed. 

Display Ads.
With 8 sample variations. 

Bequest solicitation letter.
You can simply customize and mail!

General solicitation letter.
Simply customize and mail!

Intention Form.

Sample Marketing Plan
Good document to hand to your boss. Covers what to do, why, when to mail, display ads, and more.


Educational Tools

Pocket Guide for Fundraisers (3 copies)

Pocket Guide for Board Members (3 copies)

Gift Comparison Charts (10)

One-hour telephone consultation to review marketing plan