Planned Giving Pocket Guide

Should Be On Everyone's Desk

Planned Giving Pocket Guide for Professional Gift Planners
Pocket Guide for Board Members

This is the insiders’ guide to what planned gifts can do for your donors and for your organization.

Slip this handy booklet into your pocket before your next round of prospect calls. It’s not another ways-of-giving brochure — it’s a “why’s-of-giving” that helps you better understand the upside and downside of different giving options for both your organization and your prospects.

Use the guide to gain more happy donors and close larger gifts.

  • Educate Your Team
  • Jumpstart Your Career
  • Inspire Legacy Gifts

New! Includes a foldout gift comparison chart.

Planned Giving Training & Education

Gift Plans Covered

Gifts Anyone Can Make

Gifts From a Will or Trust (Bequests)

Stock and Appreciated Securities

Donor Advised Funds

Life Insurance – Lifetime Gifts

Life Insurance – Revocable

Business Interests

Closely-Held Stock


Tangible Personal Property

Real Estate

Retirement Plan – Lifetime Gifts

Retirement Plan – Estate Distributions

Gifts that Provide Income

Charitable Gift Annuities – Immediate

Charitable Gift Annuities – Deferred

Charitable Gift Annuities – Flexible

Charitable Remainder Annuity Trusts

Charitable Remainder Unitrusts

Flip Unitrusts

Pooled Income Funds

Gifts that Protect Assets

Charitable Bargain Sales

Charitable Lead Trusts

Retained Life Estates

Three (3) complimentary copies plus additional outreach with LegacyPRO Planned Giving Websites.