Note: You can purchase the entire Box, or purchase this module separately.
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.
What’s more, Beneficiary Designations usually do not require an attorney. Any person who cares about your mission — rich or poor, educated or not — can easily make these gifts.
By simply using the Beneficiary Designations Website and Outreach, you will see both your organization and your career grow. Implementation is simple and blazingly fast, and it’s the most affordable way for you to get the word out about these most popular planned gifts.
The Beneficiary Designations Website and Marketing Outreach is Module I of Planned Giving in a Box®. If you need to formalize your program, here are the other two modules:
Back Office Operations
Donor Relationships Modules
Professionally designed. Just drop in your photos, logo and name, and simply have it printed and mailed.
Simply drop in your photos, logo, and contact information. Designed to be resized for any publication or media.
To get the details in writing.
Bequest solicitation letter, “thank you” letter, acknowledgement letter. Just customize and mail!
Good document to hand to your boss. Covers what to do, why, when to mail, display ads, and more.
New! Estate Planning Guide and Gifting vehicle “Sell” sheets.
One-hour telephone consultation to review marketing plan
Below are the other two modules:
(Back Office Operations)
(Building Donor Relationships)
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