Below is a current list of OutreachPRO Content. The links to this extensive library below are currently inactive and will be made available to you once you subscribe.
Click on dropdown to see content. Thumbnail images may or may not match image on actual product. Many products have several variations. All templates are in Adobe InDesign and can easily be customized by you or by your designer.
Timeless and elegant ways-of-giving brochures. They cover ways-of-giving vehicles. Customize with your cover letter and mission statement.
“Gifting Vehicle” brochures are the daily bread and butter for any development shop. These all fit into a #10 envelope, are easy to produce, and inexpensive to mail. Many have gift diagrams and Gift Comparison Charts.
Bequests
Endow Your Annual Gift
This piece combines technical information about how an endowment holds donations and makes distributions, along with encouraging readers to perpetuate their own giving through an endowment.
Includes two examples.
Charitable Gift Annuity
The gift that “provides income” for life. Includes benefits, features, and gift diagram.
Two design templates included.
Donor Advised Funds
The gift that “provides income” for life. Includes benefits, features, and gift diagram.
Two design templates included.
2 Templates Total
All titles are suggestions, yet have been proven to work. Please change or edit according to your needs.
In a noisy world, a compelling, shorter message gets heard. Planned giving postcards are easier to develop and less expensive to mail. This means you can mail more often. Some of the templates have 3 to 7 variations for the front of the card, while others only have one.
General Giving
Bequests
Donor Advised Fund (DAF)
Retirement Plans
Appreciated Assets / Securities
Charitable Gift Annuities
Marketing
Resources
Supplementary
*Mailed to you separately via US Mail.
Visual summary on how giving vehicles work. Use them as leave-behinds, in the back of your Cornerstone Ways-of-Giving brochure or mail them out with your notes. Use PDF versions for electronic distribution, or place on your planned giving website.
Bequests
Donor Advised Funds
Appreciated Securities
Retirement Plans
IRA Rollover (QCD)
Life Insurance
Real Estate
Charitable Gift Annuity
Deferred Gift Annuity
Remainder Unitrusts
Remainder Annuity Trusts
Pooled Income Funds
Gifts that Protect Assets
Retained Life Estate
Retained Life Estate
Bargain Sale
Lead Trusts
Back Office tools and forms include:
Special Note: All above will be downloaded through a single zip file.
Forms and Tools
Special Note: All above will be downloaded through a single zip file.
Touch Pieces
By using this page you will abide by our copyright policy.
No content may be used without a licensing agreement, or shared with any other organization.
2103 Bayshore Boulevard
Unit 1501
Tampa, FL 33606
Products & Services
Subscriptions
Special Links
Copyright 2025 © PlannedGiving.Com
Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart.