Company Assets

Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

Gift Planning Downloads

Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.

Center for Major Gifts

Personal and professional development courses for MGOs. Includes community job board.

The Planned Giving Authority

Signature Services

Training

Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.

Tools & Content

Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.

Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

Signature Services

Training

Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).

Tools & Content

Templates, forms, gift plan spec sheets, back-office tools … All focus on planned, major and blended gifts.

Planned Giving Wiki

Learn and prosper! Comprehensive information resource.

Top Categories

Planned Giving Pocket Guide

For Professional Gift Planners and Major Gifts Officers

Three Versions

For Professional Fundraisers
Board and Volunteers
For Major Gifts Officers

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

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 larger gifts.

Educate Your Team
Jumpstart Your Career
Inspire Legacy Gifts

New! Now includes a foldout gift comparison chart.

Planned Giving Training & Education

The Planned Giving Boot Camp

Planned Giving Wiki

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

Partnerships

Tangible Personal Property

Real Estate

Retirement Plan – Lifetime Gifts

Retirement Plan – Estate Distributions

GIFTS THAT PAY 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

Company Assets

Planned Giving Wiki

Gift Planning Downloads

Center for Major Gifts

The Planned Giving Authority

Signature Services

Training

Tools & Content

Planned Giving Wiki

Signature Services

Training

Tools & Content

Planned Giving Wiki

Top Categories

Planned Giving Pocket Guide

For Professional Gift Planners and Major Gifts Officers

Three Versions

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

Three Versions

GIFT PLANNERS

MAJOR GIFT OFFICERS

BOARD, VOLUNTEERS, PHILANTHROPISTS

Planned Giving Training & Education

The Planned Giving Boot Camp

Planned Giving Wiki

Gift Plans Covered

PlannedGiving.Com

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