Planned Giving Video FAQs

Planned Giving Video Icon

Frequently Asked Questions

Videos come standard with our Silver, Gold and Platinum levelplanned giving websites. They are seamlessly integrated and function as a whole

How do I place these videos on my website?

If you are a client, it’s a breeze! We’ll do it for you. If you are not a client, we’ll send your webmaster a link for each video to place on any page you wish. Consider becoming a client, though, because the videos will blend seamlessly on your planned giving website instead of looking like an afterthought or an “extra add-on.”

I don’t see the topic I need.

Please suggest one! If it can be used by other nonprofits, there will not be any additional developmental fees.

Are these videos branded or customized for our organization?

Yes. They carry your logo and contact information.

Can we further customize the script of the videos specifically for our nonprofit?

Yes. Remember, however, that video production gets costly — and this is a fairly involved project. If you can justify the use of customized videos over several years, then amortizing their costs could make sense.

I am not a client. Can I still purchase these videos?


I am not a client, but I love these videos. Is there a way to integrate these on my planned giving website that I have with another vendor?

It’s unlikely. Chances are your pages are being pulled from a database, making such integrations difficult or impossible. Since we integrate the videos directly into our clients’ planned giving pages, they blend seamlessly, instead of looking like an afterthought.  Consider becoming a client today. If you love these videos, wait until you discover the power of all our products and services working seamlessly together.

Do I have a choice between a male or female narrator?


What topics are covered?

Please see column on right.

Will these videos play on any device?

Yes – computer, phone, or tablet.

What are some of the uses for planned giving videos?

Host these on your planned giving website to educate donors about legacy giving; use at Legacy Society meetings; showcase to board members; educate your team, volunteers, and financial advisors; show them to donor prospects at meetings.

Do videos come with analytics?

Yes, but because of technical integration requirements, only if you are a client and not having purchased the videos as a standalone marketing tool.

That’s your call. Just remember that viewers retain 95% of a message delivered in a video, versus 10% in text.


Starting at $1995/yr

That’s less than $290 per video!

Planned Giving Topics

Bequests (Sample)

DAFs (Sample) 

Blended Gifts

Beneficiary Designations

Appreciated Securities

Personal Property

Life Insurance

Retirement Plans

QCD (IRA Rollover)

Charitable Gift Annuity

Deferred Gift Annuity

Lead Trusts

Real Estate

Retained Life Estates

Pooled Income Funds

Bargain Sale


What Is Planned Giving?

(FREE version available)

Do I really need these?

Reach out! We look forward to hearing from you.


We value your privacy and keep your
information private. We do not spam.