SERVICES
Online Tools

Planned Giving Websites

Will Planners

Electronic Mail

Smaller Charity

For Churches

Planned Giving Videos

Toolkits and Do-It-Yourself Solutions

Donor Album
Print Marketing & Other

Direct Mail

Brochures

Surveys

Consulting

Donor Interview & Story Composition

Estate Planning Guides

Online Will Planners
Market. Close. Track.
Our "bequest makers" simplify your life.
LEGACY GIVING IN A BOX
Legacy Giving in a Box
The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.
Includes

Planned Giving Website

Will Planner

Marketing and Outreach

Back Office Operations

Stewardship

Wills & Estate Planning Statistics
PUBLICATIONS

101 Questions That Unlock Planned Gifts
Clients only.

Pocket Guides
Learn how planned gifts work.

Giving Tomorrow
Exclusive interviews, tips, research, case studies from best and brightest. Help grow your career.

Gift Comparison Charts
Compare planned gifts side-by-side.
ABOUT
About PlannedGiving.com

About Us

History

Your Team

Meet the CEO
Company Assets

Bequests.com

MajorGifts.com (Courses)

GiftPlanning.org

Planned Giving Boot Camp

What Is Planned Giving

Importance of Planned Giving

Why You Need a Planned Giving Website

Convince Your Board

Planned Giving Glossary

Frequent Questions

Resources

Client List
75 Social Media Facebook Posts
Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.
CONTACT

Webinar Poll Results

Hover over results to see questions.
May include poll results from previous webinars.

Legacy Giving in a Box

Includes

Webinar Poll Results

How comfortable are you in initiating a legacy conversation?

Do you have your will in place?

Have you ever had a legacy conversation?

I support using online will planners.