Logo - Legacy Giving in a Box

Are You a Consultant?

Grow Your Practice With the Box

As a consultant you have an opportunity to expand your practice by leveraging our proprietary content to help your clients grow. They need your help with The Box.

Demand for Planned Gifts is at an All-Time High

Planned giving is “hot” these days and this is where Legacy Giving in a Box™ can address a significant marketplace need (i.e., nonprofits’ time constraints, expertise and budgets).

Nonprofits Need Your Help

The good news? Our team at PlannedGiving.com created Legacy Giving in a Box™ that gives your clients a powerful strategic advantage, fast. It’s specifically designed for any nonprofit:

  • Beginning a new planned giving program.
  • Strengthening / formalizing an existing program.
  • Putting the “house in order.”

Legacy Giving in a Box™ contains everything you and your clients need: Tips and tricks, step-by-step instructions, professional advice, customizable forms, marketing materials, artwork templates, thank-you letters, a planned giving website, and much more. It’s a turnkey product that will help any organization grow.

How Does It Work?

A nonprofit (or your client) purchases The Box, and you help them implement it at your hourly rate. All the billing goes through you and not us. It’s that simple.

Our program establishes you as a coach to follow the instructions in The Box. Since everything is already “in the box,” you and your client will save time to focus on more important strategic matters instead of writing content, which in itself is tactical.

Over 2,000 hours have been invested in the development of this legally-vetted product, with collaboration from lawyers, estate planners, graphic designers, and marketing experts. It’s truly a one-of-a-kind product that will drive results and help your clients find clarity of purpose, build relationships, and start attracting game-changing gifts.

Useful Links

Legacy Organizer Logo

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.

Planned Giving Wiki Logo

Planned Giving Wiki

This is the definitive resource for professional gift planners. It covers all of the relevant information you’ll ever need as far as technical details go.