• 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
Who died without a will?

Look at All Those Poor People Who Died Without a Will…

Bequests,  Estate Planning

Why do only rich people have wills? Because they have the luxury to afford it. NOT. I think you’ll be surprised at the number of rich and famous people who died without a will —or didn’t have an updated will—when they left this earth. Each eventually left behind a fortune, but millions (and millions!) of dollars was wasted on lawyers, avoidable taxes, and lawsuits.

July 13, 2022 / 0 Comments
read more
Planned Gift Donor

Does a Planned Gift Donor Need a Lawyer to Draft a Will?

Bequests,  Estate Planning

One of the most frequently asked questions in planned giving is whether or not a planned gift donor needs a lawyer to write their will. In this article, we answer the question, and give some important fundraising tips for your non-profit.

April 17, 2022 / 0 Comments
read more
Donors Don’t Just Give; They Invest

Donors Don’t Just Give; They Invest in a Nonprofit

Bequests,  Giving

Donors like to do more than just give — they like to feel like they are investing in the nonprofits they support. Investing means feeling like they are part of the organization and partially responsible for its success. If you want donors to give more to your organization, you need to find ways to help them feel as though they are investing, not simply making a donation.

January 10, 2022 / 0 Comments
read more
A $500 Million Estate And No Estate Plan

A $500 Million Estate …. And No Estate Plan

Bequests,  Estate Planning

Did you hear that former Zappos CEO Tony Hsieh died intestate? Now his family, friends, and business associates are apparently fighting over a bunch of deals and agreements that were scribbled on thousands of sticky notes plastered all over the walls of his Utah mansion. Don’t make the same mistake. Don’t die without an estate plan that keeps your legacy intact!

December 22, 2021 / 0 Comments
read more
Contemporary Women and Wealth

Contemporary Women and Wealth

Bequests,  Estate Planning,  Relationships,  Stewardship,  Women and Wealth

Which would you choose: buying yourself a pair of Jimmy Choos, or the opportunity to help someone else buy much-needed shoes? In this article, we discuss women and wealth… and in particular, how your non-profit can raise more money from the women, who statistically outlive men and thus control the wealth of most families during prime planned giving years.

October 10, 2021 / 0 Comments
read more
Love, Family and Estate Planning

Love, Family and Estate Planning

Bequests,  Estate Planning

My father hated estate planning. The words conjured up technical mumbo-jumbo he preferred not to think about. This was a big mistake, as he left his family with an estate plan. Here’s why estate planning is so important for you, your family, and the causes you care about.

October 1, 2021 / 0 Comments
read more
You-Had-Me-at-Bequest

Fundraisers and Donors: You Had Me at Bequest

Bequests,  Relationships

The relationship between fundraisers and donors is like dating. And, just like the dating world, in fundraising, there are duds, and there are keepers. Which kind of fundraiser are you?

July 11, 2020 / 0 Comments
read more
the-top-ten-reasons-churches-should-have-a-ministry-of-legacy-giving

Ten Reasons Churches Should Have a Ministry of Legacy Giving

Bequests,  Estate Planning,  Marketing Planned Giving,  Planned Giving Marketing

In today’s economic environment, a legacy planned giving initiative helps you tap the hidden enormous potential of your loyal donors and transform the growth trajectory of your organization.

July 2, 2020 / 0 Comments
read more
Your Final Invoice

Your Final Invoice

Bequests,  Estate Planning,  Relationships,  Self Improvement

You know the saying, “The only two things certain in life are death and taxes.” Even after your lifetime, there are many taxes you can avoid. When it comes to taxes and funeral expenses (your final invoice), planning now will go a long way to help your family and friends.

June 22, 2020 / 0 Comments
read more
Are You Worthy of Being Adopted?

Nonprofit Loyalty: Are You Worthy of Being Adopted?

Bequests,  Estate Planning,  Giving,  Major Gifts,  Planned Giving Marketing

The plain, unvarnished truth is that traditional wealth screening tools simply do not work in planned giving. Here’s why nonprofit loyalty matters – and how you can gain it for your nonprofit!

May 15, 2020 / 0 Comments
read more

Posts navigation

Previous 1 2 3 4 Next

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 2023 © PlannedGiving.Com