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Largest Planned Giving Content

Free Downloads & Tools
Professional Development
Tools and Content
Postcard Templates
Brochure Templates
Planned Giving Microsites
Estate Planniong Brochures
Planned Giving Pocket Guuide for Professional Gift Planners

The Pocket Guide

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

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Online Will Planning Tool

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

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Planned Giving Wiki

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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Education

planned giving toolkits

Toolkits

planned giving publications

Publications

Downloads

Planned Giving Websites and Online Tools

Websites

Gift Planning Resources

Resources

Legally Vetted Content

All downloadable content is legally vetted, donor-centric and always current.

Amazing customer service

Need guidance on what to purchase? Call us. We’ll give advice and make suggestions.

Customized Solutions

Solutions include brochures, direct mail, branded Pocket Guides and more.