After you purchase the product you will receive an email requesting:

• The “formal” and “short name” (if any) of your organization.
• One photo for the banner.
• Your contact information; contact information of any other team members (if any; up to 3 more). Photos are welcome.
• If there are any specific gift plans you do not want us to include. (Don’t want a CRUT or a PIF? We’ll turn off the switch.)

This will be given to you when it is done. But it will be a very simple link under plannedgiving.org (a trusted URL that we own that also helps you with SEO on Google). The link will most likely be: yourname.plannedgiving.org.

Yes, for a small additional fee. Please inquire.

Yes. But there is really not much to approve other than your photo and making sure your name is correct throughout.

This is a turnkey product and it’s designed to be quick and inexpensive.

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We’ll send you a URL, along with simple instructions. Pass these along to your IT manager/website design team. It should take them about 2 minutes to connect the microsite to your organization’s main site.

As many places as possible. Link from any of your donation pages; from a drop down on your organization’s homepage … you can even add links under staff email signatures.

You can also add it to donor stories. Place a version of the following sample copy at the end of the story, and use it as a text link to your new microsite: You too can make a gift that costs nothing during your lifetime.

Such context-sensitive links increase your visibility not only to your donors, but also to search engines such as Google, Yahoo, and DuskDuckGo.

Very little. This is not designed to be a customizable product. It is designed to be turnkey… this is what keeps its price low, and producing it quick.

You are limited to a banner photo, your organization’s name throughout (including a “short name” or an abbreviated name so there’s a conversational style), your team’s contact information with their photos and optional LinkedIn addresses.

If you are interested in a more customizable product that also houses much more information including interactive features, you can begin with our more advanced planned giving websites and gift planning solutions.

Yes. We’re ahead of you there. Not all nonprofits wish to accept all gift plans. On your initial questionnaire you will have a checklist.

This gift planning solution is designed to get you started.

The content of these pages is “infused” from a platform on a central database. Revisions would be very costly, and will affect all of our other nonprofits. Requested editorial changes are reviewed by our team (two attorneys and a copywriter). They are considered only if we find the changes to be an enhancement, and if they appeal to a large audience.

We offer solutions for the very small charity to organizations such as Harvard Business School and American Heart Association. Our more robust solutions have more customization options.

Less than a week — assuming we have all of your information.

Once you purchase this service, you will receive a link that informs you what we need. It’s a 5 minute form, if that.

One of the items we will need is a large photo for the home page banner. If you do not have one, we can supply you with several stock photography options.