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    Planned Giving Wiki

    Learn and prosper! Comprehensive information resource.
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    Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.

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

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Planned gifts can get complicated; marketing them shouldn’t be — we are the authority on planned giving marketing.

Any fundraiser can raise more and larger gifts by using our proven marketing system, because it helps the donor understand how easy it is to make a planned gift.

ONLINE MARKETING TOOLS

Planned Giving Websites, e-Marketing, Landing Pages, Videos, Calculators, Legacy Planner and More

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ALL IN ONE SOLUTION

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Marketing & Outreach Back Office Tools Stewardship

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MICRO SITES:

PLANNED GIVING WEBSITES FOR THE SMALLER SHOP

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BUNDLED SOLUTIONS

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PRINT MARKETING TOOLS

Planned Giving Postcards & Direct Mail, Brochures, Gift Comparison Charts, Newslets, Display Ads, Estate Planning Toolkits, Cornerstone Brochures and More

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*An online free will marketing tool.

YOUR ROADMAP TO SUCCESS

You can’t get ahead in the long term without investing, and education is one of the most important investments of all. Begin with our courses for Major Gifts and Planned Giving officers.

Another good place to begin is to assess your planned giving readiness level (it’s an interactive quiz that grades you and your board). Then, visit the basic principles on how to market planned gifts following up with our Marketing Q&A, our White Papers page, our subject-specific Answers pages, or our irreverent Blog. And don’t miss the handy tool that thousands of fundraisers already have working for them… pick up the latest edition of our Ultimate Quick Reference Planned Giving Pocket Guide and The Planned Giving Wiki™.

New to planned giving? Here’s a summary of your basic gift planning vehicles along with videos, and typical donor profiles for each gift type

Arrange a call with a senior planned giving specialist today.

PROCEED TO SUCCESS
Stoke and IRA distribution have gone quite well!And we may have million dollar bequest soon. Jessica Chapman /Director of Planned Giving ALS National
The Company is very attentive and quick to respond to our need,We have been happy with their services over the years.Highly recommend. Lynda MCMillen/Director of Development,Sunnyside Communities
The People at PlannedGiving.com made it possible for our small development shop to Runa planned giving program that dovetails. With all our other giving objectives. They make it simple to manage and maintain.
Lynna Brynes/ Leadership &And Planned Giving Officer,The Mawr School.
Lynna Brynes/ Leadership &And Planned Giving Officer,The Mawr School.
At Smith College we have a tradition called Mountain Day. We never know exactly what they will be, and this year ifcame fast. We always thanks our society member
Debra Wright/ GiftPlanning Administrative Coordinator, Smith Collage
Debra Wright/ GiftPlanning Administrative Coordinator, Smith Collage
The People at PlannedGiving.com made it possible for our small development shop to Runa planned giving program that dovetails. With all our other giving objectives. They make it simple to manage and maintain.
Lynna Brynes/ Leadership &And Planned Giving Officer,The Mawr School.
Lynna Brynes/ Leadership &And Planned Giving Officer,The Mawr School.
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