No expertise required. Simple to implement. Quick results.

Note: You can purchase the entire Box, or purchase this module separately.

Who Benefits From This Solution?

  • If you are beginning a new program
  • Strengthening an existing program
  • A shop that does not administer life income and complex gifts
  • A shop that focuses only on 92.5% of all planned gifts*
  • You’re only looking for a planned giving website and outreach


  • Planned Giving Website
  • Marketing Outreach (Sample List)
  • Educational Materials
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The Box is now available with LegacyPlanner™ and LegacyOrganizer™

Cash is down, bequests are up. Motivate your donors to plan their will and invest their legacy in the cause they support the most.

*Beneficiary Designations make up 92.5% of all planned gifts. They are easy to market, easy to give, and easy to receive — and if you’re not using them to reach donors, you’re missing out.

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.

Beneficiary Designations include:

  • Cash
  • Appreciated Securities/Investments Fund Accounts
  • United States Savings Bonds
  • Bank Accounts
  • Jointly Held Accounts
  • Life Insurance
  • IRAs
  • CDs

Special Note

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

Planned Giving Website

  • 100% branded to reflect your existing website.
  • Two (2) year license for website with no yearly fees; highly discounted rate afterwards if you decide to keep it
  • Customized with your name, logo, and contact information
  • Always current with new tax laws
  • Online “contact us” form
  • Customized Estate Planning Guide
  • “What is Planned Giving” video
  • Website hosted under our proprietary wholly-owned, search-engine-friendly URL:
  • Social media integration — all pages tied into your network
  • High density keywords for SEO (search engine optimization)
  • Discounts to upgrade your website as your program grows

Marketing Outreach Templates

Postcards (2)

Professionally designed. Just drop in your photos, logo and name, and simply have it printed and mailed.

Display Ads (8 sample variations)

Simply drop in your photos, logo, and contact information. Designed to be resized for any publication or media.

Intention Form

To get the details in writing.

Solicitation Letters

Bequest solicitation letter, “thank you” letter, acknowledgement letter. Just customize and mail!

Sample Marketing Calendar

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.

Educational Tools

One-hour telephone consultation to review marketing plan

Below are the other two modules:

(Back Office Operations)

(Building Donor Relationships)

Reach out! We look forward to hearing from you.


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