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Online Will Planners

Market. Close. Track.
Our "bequest makers" simplify your life.

Logo - Legacy Giving in a Box

Legacy Giving in a Box

The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.

Includes

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Planned Giving Pocket Guide for Professional Gift Planners

Pocket Guides

Get the insider’s guide to what planned gifts can do! You’ll better understand the upsides and downsides of different gifting options.

Giving Tomorrow Issue

Giving Tomorrow Magazine

Exclusive interviews, tips, research, case studies and stories from the best and brightest nonprofit leaders and influencers. Giving Tomorrow is the first and only magazine devoted to marketing planned and blended gifts, so you can grow your endowment — and your career.

Gift Comparison Chart

Gift Comparison Charts

Compares planned gifts side-by-side.

About PlannedGiving.com

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Company Assets

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Social Media Facebook Posts

75 Social Media Facebook Posts

Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.

Relevance and Influence

Ways for Your Nonprofit to Remain Relevant

Marketing Planned Giving,  Planned Giving Marketing,  Sustainability

In this fast-paced ever-changing world, the nonprofit landscape can ebb and flow on a year-to-year basis. So how does your nonprofit remain relevant while navigating the internal and external opportunities and pressures that impact the organization?

January 5, 2023 / 0 Comments
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Planning your will online

Online Will Planning: the Good, the Bad, and the Ugly

Estate Planning,  Marketing Planned Giving,  Planned Giving Marketing

Over the past few years there has been a proliferation of online will planners, spurred on in large part by the number of people who adopted a no-contact, do-it-yourself approach to everything they could during the pandemic. Some are embracing the wave, some are despising it. Join our webinar to find out more.

December 16, 2022 / 0 Comments
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fearless-asking

A Positive Attitude is Not Enough

Annual Gifts,  Major Gifts,  Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  Relationships,  Self Improvement

Will a positive attitude alone make you succeed? No. You need far more than that if you want to be successful. Here’s why a positive outlook is worthless, unless you have more in your quiver.

February 26, 2021 / 0 Comments
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Investing in Social Media? Not So Fast.

Investing in Social Media? Not So Fast.

Marketing Planned Giving,  Planned Giving Marketing

We worked with a client that’s a women’s breast cancer foundation with over two million Facebook followers. This is very impressive. So how did they do it?

July 15, 2020 / 0 Comments
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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
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The Power of a Good Donor Story

6 Tips to Energise 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
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SECURE Act / Note to Clients and Friends

SECURE Act / Note to Clients and Friends

Beneficiary Designations,  Bequests,  Charitable Gift Annuity,  Charitable IRA Rollover,  Estate Planning,  Marketing Planned Giving,  Planned Giving Marketing

Don’t let legislation paralyze your planned giving marketing efforts.

January 13, 2020 / 0 Comments
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Create a Legacy You’ll Never See

Create a Legacy You’ll Never See

Marketing Planned Giving,  Planned Giving Marketing

Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.

January 2, 2020 / 0 Comments
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Trust-Based Fundraising

Trust-Based Fundraising

Marketing Planned Giving,  Planned Giving Marketing,  Sustainability

I’ll be blunt: You can get lucky with lust, but you get married and stay married with trust. You’re probably thinking, “What does that have to do with marketing or fundraising?” Well … read on …

December 23, 2019 / 0 Comments
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The Future of Planned Giving

The Future of Planned Giving

Blended Gifts,  Major Gifts,  Marketing Planned Giving,  Planned Giving Marketing

Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.

December 13, 2019 / 0 Comments
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