On the right are the latest versions of Modules II and III of Planned Giving in a Box.

Please remember your agreement: you can’t share these materials with any other organization, or carry them with you when you move on to another nonprofit. These are licensed to one organization at a time.These are zipped files.

Module II – Back Office Operations

Module III – Building Donor Relationships

The artwork below are all professionally designed; download and use them as you wish. If you are distributing or posting them online, cite PlannedGiving.Com as the source.

12-Month Planned Giving Marketing Plan (Includes Marketing Advice)21 Touches on a Planned Giving Prospect (Great reminders!)

7 Emotional Triggers That Motivate People to Give (2 critical infographics.)

10 Story Telling Critical Points (Place this on your bulletin board.)

Legacy Donor Profile (This will save you quite a bit in datamining!)

Anatomy of a Bequest (Spectacular design. Perfect for your newsletter.)

Blind Spots Fundraisers Have (You will not believe this one.)

Valley Gives Back Planned Giving Billboard (Courtesy of John Ready)

Donor Testimonial Form (Begin with this form to build your donor story library.

Best Practices in a Planned Giving Program

Meredith Sossman, Esq., CFRE with Stuart Sullivan, Consultants at PlannedGiving.Com

The Importance of Planned Giving

This is a good video to show to your board. Have the volume up