Legacy Giving In a Box

Focus on What Matters the Most

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Includes LegacyOrganizer™

FORMERLY PLANNED GIVING IN A BOX

What For

The Box is an indispensable tool for those beginning a new program, strengthening an existing one, or putting the “house in order.”

Who For

The Box is for any nonprofit with a small to medium-sized shop on a tight budget who prefers a “do-it-yourself” approach.

Implementing The Box is an education in itself. This means it will help your career, too.

Why So

Legacy Giving in a Box® is turnkey and contains all you need. Tips; step-by-step instructions; professional advice; customizable forms; marketing content; templates; thank 'yous' and much more.

It provides clarity and purpose to strengthen relationships and outcomes and helps your organization grow.

Features & Contents

  • Website: Bequests and BD's

    92.5% of all planned gifts are Bequests and Beneficiary Designations. That's our focus. All other planned gifts are summarized.

  • Massive Outreach

    Marketing Outreach that's updated every year. Includes content, brochures, postcards, tools and more.

  • Special Occasions

    Estate Planning Month, Giving Tuesday, Make-A-Will Week and others. Targeted tools and email templates for special occasions including year-end, Thanksgiving, Valentine's Day and more.

  • Brochure Templates

    Ways-of-Giving brochures, transactional "in-touch" pieces, estate planning brochures, QCD/IRA Rollover brochures and more.

  • Social Media Posts

    Incorporate our snippets online and in your publications.

  • Tools

    Engaging board members, technical "sell" sheets, planned giving guides, gift comparison charts and more.

Back Office Operations

Back Office Operations (Module II of Planned Giving in a Box) features simple, manageable, step-by-step tools and know-how to create an effective and “formal” back office to support your planned giving program.

Everything you need to start and maintain operations. Evaluate your mission, get your board on board, create your program’s infrastructure, count and value gifts, create gift acceptance policies, more.

  • How to determine if your mission is appropriate for long-term success
  • Illustrates how endowments advance your mission
  • Engages your board and senior leadership to ensure their investment in your planned giving program
  • Develops planned giving best practices
  • Create Your Program’s Infrastructure
  • Count and Value Gifts
  • Create Gift Acceptance Policies
  • And much more!

Stewardship

It’s a people business.

Everything you need to systematically build donor relationships, including tools, tips, and templates. Learn how to identify prospects, understand generational cohorts, make the approach and ask, create a legacy society, and more.

You’ll also learn how to:

  • Create gifts through wills, retirement plans, life insurance designations
  • Develop a prospect profile
  • Develop a name, brand, and story
  • Identify significant life events and transitions
  • Hold and manage fundraising events
  • And much more!

 

Wills and Estate Planning Stats

Highlights

  • Planned Giving Website

    Focus on Bequests and Beneficiary Designations.

  • LegacyOrganizer™

    Will-planner motivates donors to name you in their estate plans.

  • Carrying the Brand

    Your website hosted under Legacy.Gifts.

  • Donor Experience

    FAQs let's the donor know you care and lessens your burden of memorizing all the answers.

  • Analytics Tracking

    Track and discover how well your marketing outreach is working.

Very small shop? Get the Planned Giving Toolkit.

PlannedGiving.com makes it easy for us to offer robust and interactive Planned Giving information with website pages that integrate seamlessly with the look and feel of our site.
Barbara S. Khalouf, Director of Development, Access Living
Barbara Khalouf
I am so grateful for our relationship. You are an industry leader and am thankful that our mission benefits from your knowledge and expertise.
Jessica Chapman Director of Planned Giving, ALS National
Jessica Chapman <span class="testimonial-company test_company">Director of Planned Giving, ALS National</span>
You help us make a difference in the world.
Director of Planned Giving, ALS National President/CEO, Africa University
Director of Planned Giving, ALS National <span class="testimonial-company test_company">President/CEO, Africa University</span>
Fantastic Group!
Tom Ferro Christian Brothers Academy
Tom Ferro Christian Brothers Academy
The team at PlannedGiving.com are consummate professionals who work diligently to help make non-profits better. We are honored to be partnering with them.
Paul Hurd / Chief Development Officer, United Way of the Greater Lehigh Valley
Paul Hurd / Chief Development Officer, United Way of the Greater Lehigh Valley
The people at PlannedGiving.com have made it possible for our small development shop to be able to run a planned giving program that dovetails with all our other giving objectives. They make it simple to manage and maintain.
Lynn Brynes / Leadership & Planned Giving Officer, The Bryn Mawr School
Lynn Brynes / Leadership & Planned Giving Officer, The Bryn Mawr School
PlannedGiving.com offers incredibly helpful tools & materials, and the client service is top notch!
Kim Intino / Director of Planned Giving, Physicians for Responsible medicine
Kim Intino / Director of Planned Giving, Physicians for Responsible medicine
We've used PlannedGiving.com for a few years now and we're very happy with them. Incredibly responsive, easy to work with, great value, and some cool resources for donors and prospects. I definitely recommend.
Casey Saunders, CFRE / Associate Director of Planned Giving at The ALS Association
Casey Saunders, CFRE / Associate Director of Planned Giving at The ALS Association
They get results. Cutting edge ideas and donor centric messaging with a dash of humor. My donors love that.
Ted Reese / Director of Development, Harrisburg Symphony Orchestra
Ted Reese / Director of Development, Harrisburg Symphony Orchestra
I am grateful to have such an experienced group on my side. We can accomplish our work in large part to what they can offer us.
Matt Sleezer / Planned Giving, Rochester Regional Health Foundations
Matt Sleezer / Planned Giving, Rochester Regional Health Foundations
I am able to get the structure I need, design , print and mail with just a little bit of work on my end. So I think this is a great place for NGOs who want to have a Planned Giving program but not a dedicated staff person!
Jeri Howland / Director of Philanthropy , The Climate Center
Jeri Howland / Director of Philanthropy , The Climate Center
I love the new layout of my planned giving website. Very professional, clean, intuitive and easy to navigate.
Gary Bukowski / Sarah Reed Children's Center
Gary Bukowski / Sarah Reed Children's Center
This group does an excellent job. They're always coming up with new and better ways to promote planned giving and they're always helpful.
Barry Tomlinson / Director of Development, Elim Park Baptist Home, Inc
Barry Tomlinson / Director of Development, Elim Park Baptist Home, Inc
A tremendous resource to me and the NPO's I serve through my consulting practice. Their Planned Giving in a Box for smaller shops that flawlessly launches Planned Giving programs is exceptional. Equally impressive is their newest initiative "The Center for Major Gifts" — it offers a plethora of resources and trainings techniques for professionals who engage in major, planned and blended gifts.
Barbara Kappel / Consultant, Kappel & Associates
Barbara Kappel / Consultant, Kappel & Associates
Very professional and would recommend them to anyone!
Billy Jo Jayne / Senior Director of Alumni Relations and Development, Keuka College
Billy Jo Jayne / Senior Director of Alumni Relations and Development, Keuka College
The team at PlannedGiving.com is very knowledgeable and responsive. With access to leaders in the area of planned and legacy giving, PlannedGiving.com is my go-to resource for information and ideas.
Josefa Bethea-Wall / Planned Giving, Africa University
Josefa Bethea-Wall / <span class="testimonial-company test_company">Planned Giving, Africa University</span>
Highly professional group who know what they are doing. The team delivers on what they promise  often ahead of schedule. Perfect resource for any size development office!
Sharon Macrina Ross / Director of Institutional Advancement, St. Vladimir's Orthodox Theological Seminary
Sharon Macrina Ross / Director of Institutional Advancement, St. Vladimir's Orthodox Theological Seminary
I have found PlannedGiving.com to be the perfect partner for our organization. Their team has succeeded in improving our online presence and increase and improve cultivation and outreach by mail. They are all great to work with. Responsive, knowledgeable, professional.
Peter Deccy / Senior Director Membership & Strategic Giving , Peace Action Education Fund
Peter Deccy / Senior Director Membership & Strategic Giving , Peace Action Education Fund
Great content for our website — really clear, attractive, and useful. I just downloaded of a brochure that we'll offer at an upcoming event and use at donor visits. It was easy to customize and looks great. Staff and leadership are all extremely knowledgeable and helpful.
Wendy Relation / Director of Development, Sisters of Charity of Saint Elizabeth
Wendy Relation / Director of Development, Sisters of Charity of Saint Elizabeth
The PlannedGiving.com team worked closely with us to get us the features we needed for our website. They have been professional, responsive and a joy to work with every step of the way. I highly recommend them!
Seth Lehr / Senior Director Development & Major Gifts, Peace Action Education Fund
Seth Lehr / Senior Director Development & Major Gifts, Peace Action Education Fund
PlannedGiving.com is a wonderful company with good resources to use when discussing planned giving with potential donors. I would highly recommend using them.
Cheri Comasco / Director Of Development, Harrisburg Symphony Orchestra
Cheri Comasco / Director Of Development, Harrisburg Symphony Orchestra
Smith College we have a tradition called Mountain Day. We never know exactly what day that will be, and this year it came fast. We always thank our society members for Mountain Day with a postcard. We were impressed by the highly responsive team to execute our creative marketing needs on extremely short notice. The finished product was beautiful.
Debra Wright / Gift Planning Administrative Coordinator, Smith College
Debra Wright / Gift Planning Administrative Coordinator, Smith College
The people at PlannedGiving.com made it possible for our small development shop to run a planned giving program that dovetails with all our other giving objectives. They make it simple to manage and maintain.
Lynn Brynes / Leadership & Planned Giving Officer, The Bryn Mawr School
Lynn Brynes / <span class="testimonial-company test_company">Leadership & Planned Giving Officer, The Bryn Mawr School</span>
The company is very attentive and quick to respond to our needs. We have been very happy with their services over the years. Highly recommend.
Lynda McMillen / Director of Development, Sunnyside Communities
Lynda McMillen / Director of Development, Sunnyside Communities
Stock and IRA distributions have gone quite well! And we may have a million dollar bequest soon.
Jessica Chapman / Director of Planned Giving, ALS National
Jessica Chapman / Director of Planned Giving, ALS National
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