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.
Discover the difference of your RMDs (Required Minimum Distributions) and your remaining balance in your IRA before and after the SECURE Act
