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MOST POPULAR

Largest Planned Giving Content

Estate Planniong Brochures

The Pocket Guide

Three versions: Professional Gift Planners, Major Gifts Officers, and for Board, Volunteers and Philanthropists. 

Online Will Planning Tool

Making Estate and Legacy Planning accessible, simple, personal, and FREE for your donors.

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Planned Giving Wiki

Your central source for planned giving reference.

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Publications

Gift Comparison Charts
(Compare All Giving Vehicles Side-by-Side)

Content or Templates for print and e-brochures

Bequest Brochures

Sample Bequest Brochure

IRA Rollover Toolkit

Sample IRA Brochure

Postcards

Sample Planned Giving Postcard

Holiday Postcards

Ways of Giving Brochures

Sample Ways of Giving Brochure

Display Ads

Sample Planned Giving Display Ads

Estate Planning Guide

Sample Estate Planning Brochure

“Touch” Pieces

10 Estate Planning Topics

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Laptop and paper checklist depicting education

Education

planned giving toolkits

Toolkits

planned giving publications

Publications

Downloads

Planned Giving Websites and Online Tools

Websites

Gift Planning Resources

Resources