Motivate donors to plan their will and invest their legacy in the cause they support the most.
Perfect for those beginning a new planned giving program, strengthening an existing smaller program, or putting the “house in order.”
Giving Tomorrow
Gain insights from industry thought leaders. See success though a new prism.
Pocket Guide
The insider’s guide to what planned gifts can do! Available in three versions:
Gift Comparison Chart
All gifts compared side by side with features and benefits
Marketing, Conversation Starters, Stewardship, Career Development, Time Management, Public Speaking
Learn, grow and prosper! Comprehensive information resource.
Documents, brochures, templates, videos, more.
Planned Giving Bootcamp for Major Gifts Officers and more.
These conversation starters include the specific “why” behind each question.
General questions to start your mind going before you meet with your donor.
What Is Planned Giving?
Planned Giving Videos
The Importance of Planned Giving
Donor Story Writing Services
What is a Blended Gift?
Types of Planned Gifts (Videos, Descriptions, Donor Profiles)
Famous Philanthropy Quotes (Wise Sayings)
Planned Giving Marketing Advice – 10 Strategies
Planned Giving Truths and Myths
Nonprofit Facts and Tidbits
Planned Giving Audio Explainers
Anatomy of a Bequest (royalty-free infographic)
