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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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Number 1 people
Planned Giving Marketing
Larry Raff

Major Ask Calculator

This will sound familiar. A fundraiser has a good relationship with a donor and wants to prepare to make a major gift ask. Extensive research has been collected about the donor. It includes a philanthropic capacity estimate from services like iwave and DonorSearch, and whatever else could be found online. Notes from conversations, street research from people who know the donor, and the donor’s giving history to her organization are also gathered. Despite all of the research, the fundraiser has an uneasy feeling that whatever ask amount is settled upon, it will, at best, be a guess.

Read More »
Facilitator — woman facilitating a project
Planned Giving Marketing
Caitlin Fillmore

Seven Easy Ways to Become a Better Facilitator

We have all unfortunately been there. A meeting that could have been an email. A lengthy meeting that left all attendees confused about what was accomplished. A brainstorming session where personalities derailed the discussion. What these situations all needed is an effective facilitator. Learn how to run respectful and productive gatherings with these basic facilitation tips.

Read More »
Wealth Transfer
Planned Giving Marketing
Brad Caswell

The Impact Of Waiting For The Generational Wealth Transfer

We’ve all read the breathless projections of up to $140 trillion of wealth that will be inherited by Gen X and the Millennials over the next number of years. And as professionals in philanthropy, I expect we’ve all been waiting for that transfer to begin and make the great impact on charities we’ve imagined it will. But I admit my hair is getting grayer — and disappearing — as I wait for the great reward of this promised inheritance.

Read More »

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