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Featured Cover

Pazit Levitan

Director of Development
American Friends of Soroka Medical Center

Pazit’s doctoral research explored how women become influential leaders on nonprofit boards. As she interviewed seasoned board directors, she found solidarity and inspiration from others who were, like her, juggling it all.

Other Articles

  • Your Voice: “Better Late Than Never”
  • Ask the Expert! (Should charities accept gifts of life insurance?)
  • Initiating the Legacy Conversation
  • Creating Chemistry
  • Keep It Simple; Sell the Sizzle
  • Call to Action
  • And more…

Planned Giving Websites

A planned giving website lays the foundation for a successful marketing plan. It provides donors 24/7 access to your information to fulfill their philanthropic needs.

We have the right website level for your nonprofit, no matter your size or budget. From enterprise-level planned giving marketing websites for the largest organizations to more basic builds for smaller nonprofits and churches, our planned giving solutions deliver donors to your doorstep.

Websites for Affiliate Partners

This solution is your answer if you are a national organization, foundation, Diocese or Archdiocese with affiliates. (Ex., Red Cross, American Cancer, ALS, JDRF, Foundation, Archdiocese, etc.)

All planned giving websites can incorporate our online will planners as a fully integrated modules. This is significantly different than the “add-on” products in the marketplace today.

Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions. 

Small Shop? Begin Here.

Want grantors, grantees, sub-grantees and your board to take you more seriously? Did you know that annual gifts and major gifts go up when you have a planned giving program in place? Just follow the step-by-step instructions in The Box. 

The instructions are so simply laid out that it carries no learning curve. It has all the content and tools you need — from gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.

Don’t have time to implement it yourself? Work with an approved coach. The Box is especially helpful to consultants who want to focus on growing their practice. It helps consultants focus on the client first instead of reinventing the wheel and writing content.

Legacy Organizer Logo

The Box is now available with LegacyPlanner™ and LegacyOrganizer™

Cash is down, bequests are up. Motivate your donors to plan their will and invest their legacy in the cause they support the most.

Pocket Guide

Planned Giving Pocket Guide for Professional Gift Planners

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

  • Professional gift planners
  • Major Gifts Officers
  • Board Members and Volunteers

Get In Touch!

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Everyone Has a Story - Movie Board
Planned Giving Marketing
Viken Mikaelian

A Mountain of Evidence: Donor Stories Work

First-hand accounts back it up. The data proves it. And numbers don’t lie. But despite hearing over and over again that donor stories sell, they still remain one of the most under-utilized tools in planned giving.

Read More »
Two men ducking a revolt / complaints from public
Marketing Planned Giving
Viken Mikaelian

Sometimes, the Same Old Thing Is a Good Thing

As marketing guru Seth Godin says, repetition builds trust, and consistency stands out. Have you ever been annoyed at a company just because it made a change to its marketing or advertising campaigns? Maybe it was a business that switched its slogan for no reason; or maybe it was a firm that did a complete about-face and changed its name to something ridiculous or created a brand-new ad campaign, when the old one was working quite well.

Read More »
Laptop illustrating netiquette on screen
Planned Giving Marketing
Patrick O'Donnell

The End of an Error: How to Write an Email That Gets Read

The convenience of sending all those digital communiques zipping through cyberspace with a mere keystroke has caused us to forget some basic rules and best practices about emails — and good communication in general. Here are a few tips that will help your next email not only get read, but make a good impression and maybe even inspire your reader to take action.

Read More »
The words "Fumbling" written on a brick wall.
Planned Giving Marketing
Patrick O'Donnell

Football, Fumbled Estate Planning, and a $45 Million Tax Bill

If you’ve ever wondered just how important good estate planning is, take a look at this terrifying tale of high-net-worth horror about a family that lost $45 million—nearly half their estate’s value—to federal taxes. The worst part? The massive tax loss could have easily been prevented with some foresight, planning, and expert advice.

Read More »

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