Scott Janney, PhD, CFRE
ONLINE MARKETING TOOLS
Planned giving website
Gift plans covered include
PRINT MARKETING TOOLS
Postcard templates (2)
Display ad templates (2)
Bequest solicitation letters
Bequest follow up letter 1
Bequest thank you letter 2
Bequest thank you letter 3
General solicitation letter
Letter from CEO/VP
Estate planning “touch piece”
Sample marketing plan
TEAM BUILDING AND EDUCATION
Pocket Guides for fundraisers (3)
Pocket Guides for board members (3)
Gift comparison charts (10)
One hour marketing consultation
Estate Planning Toolkit (on website)
Gift Plan “Sell” Sheets
Subscription to Planned Giving Wiki
The Box is an indispensable tool for any shop that’s serious about gift planning.
Planned Giving in a Box® contains everything you need to implement a basic planned giving program: Tips and tricks; step-by-step instructions; professional advice; customizable forms; marketing materials; artwork templates, thank you letters and more.
The Box is a turnkey product that’s designed to help your organization grow. It provides clarity and purpose to strengthen relationships and outcomes.
Planned Giving in a Box® is perfect for:
Avoid paying thousands to write, edit, and plan from scratch — we’ve done it all for you… including artwork templates.
As you implement The Box, not only will it be good for your organization, but it will be an education in itself. So this means it will help your career, too.
Take this “readiness” quiz to see how ready you are for planned giving.
Download this quick Introduction (PDF).
Need a simpler solution? A more robust marketing tool? Visit this page to see which product is right for you.
The Box is now available with LegacyPlanner™ and LegacyOrganizer™
Motivate your donors to plan their will and invest their legacy in the cause they support the most.
Three easy-to-implement modules:
New! Estate Planning Toolkit and Gift Plan “Sell” Sheets (a $2,100+ value) now included.
In today’s economy, it is important that nonprofits find ways to stand out, tighten their operations, improve efficiency, and increase revenue while keeping expenses low. As many organizations struggle to stay ahead or even survive, the day-to-day operations of the nonprofit are more than enough to keep management and leadership busy, especially in the smaller nonprofits where most team members wear many hats.
Choosing to use an experienced consultant allows you the ability to grow, rather than simply attempting to maintain the status quo. An outside perspective always adds value. If you are a consultant, see how The Box can help your practice.
Forms, tools and marketing outreach (list only, PDF) you will need to formalize your planned giving program. Two ways to implement The Box. Are you a consultant? See how The Box can help your practice. Not “ready” for The Box? Get in the game with zero effort, relatively at no cost.
All modules can be purchased together or separately. You can also purchase Back-Office Operations & Stewardship as a bundle. Please contact our planned giving specialists for a 15 minute consultation to discover the benefits of Planned Giving in a Box.
Reach out! We look forward to hearing from you soon.
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