We’re not required to post this notice. Under U.S. law, all original materials are automatically protected the moment they’re created.
But here’s the reality: Our content is among the most respected and widely used in the planned giving space — and as a result, it’s also one of the most copied. Our legal team has seen it all: nonprofits recycling our phrases, vendors “borrowing” entire taglines, and samples mysteriously reappearing on someone else’s platform.
This is your fair warning:
Whether you’re a nonprofit or a competing vendor, copying our materials without permission will result in enforcement action, which may include legal proceedings. What seems like a shortcut could result in costly legal consequences than simply doing the right thing. We’ve seen it happen, and we won’t hesitate to enforce.
All of our content is copyrighted — in print, online, and in every format we deliver. This includes:
If you’re a client:
If you’re not a client:
You need our written permission before using any of our materials — no exceptions. Yes, we occasionally publish public-domain concepts. But our original execution and language are what you’re really after — and those are protected.
When in doubt, just ask. We’re generous with guidance — not with theft.
We make a living through our intellectual property — not by giving it away.
We use bots, watermarking, and tracking tools to monitor where our content lands. When we discover unauthorized use, we pursue enforcement swiftly. Our legal team has helped us recover damages, shut down infringing use, and preserve the integrity of what we build.
If you’re a competitor: Don’t let “borrowing” turn into a bill.
If you’re a nonprofit: Let’s keep it clean and compliant.
This isn’t about threats. It’s about protecting your investment.
You pay for high-quality, original materials — and you deserve to know that those who don’t are held accountable.
Thank you for respecting the work we do. We value your business and your trust.
Below are two samples of our assets and what it costs to create them from scratch. Do not let these numbers be your liability figures.
$280,000
Taking your hours into account, an average planned giving website costs about $280,000. Here are complete details. In summary:
$300,000
Brian Sagrestano, Esq., Viken Mikaelian, Camilyn Leone, Esq., Jim Pierson, Patrick O’Donnell and Gretel DeRuiter and various support staff (designers; branding experts) have spent over 2000 hours on this resourceful product. There’s a value for their time, as well as a value for their expertise. Here’s an informative article if you plan to develop these tools in-house.
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