Planned Giving Micro Website*

For the Smaller Nonprofit

Get Into the “Game” With No Effort
Develop Trust and Authority
Motivate Your Board
Boost Annual Gifts
Place Planned Giving In Your Career Bucket

*With Optional Will Planner and Toolkit

Planned Giving Toolkit

Perfect Micro Website Companion

Free Year End Flier

Download actionable tips and strategies for year-end giving. This resource inspires meaningful conversations, offers content for newsletters, emails, or direct mail, and highlights key deadlines to maximize tax benefits and meet year-end goals.

Weekly Tips & Assets

Advice, guidance, and more. From marketing to stewardship, time management to career development, tools and downloads, these planned giving Weekly Resources, Assets and Tips are invaluable towards building a legacy giving program. And your career!

What Is Planned Giving

A planned gift is any major gift, made in lifetime or at death, as part of a donor’s overall financial and estate planning. These include gifts of equity, life insurance, real estate, personal property, or cash. Planned giving can change the world.

Resources

Share Your Knowledge / Get Published

Weekly Tips, Downloads, Assets

Assess Your Planned Giving Readiness

Is Your Board Ready for Planned Giving?

Test Your Planned Giving I.Q.

How to Launch a Planned Giving Program

10 Simple Tips and Strategies to Market Planned Gifts

How Planned Gifts Work (Includes videos and donor profiles)

Compare Giving Vehicles

For the Small Nonprofit: Planned Giving Micro Sites

Planned Giving Infographics

Beneficiary Designations

Glossary

Endowment Calculator

What Is Planned Giving?

Stats, Myths, Facts.

Will Planners

Giving Tomorrow

Gain access to exclusive tips, tricks, interviews and advice for building your nonprofit’s endowment career. It’s a key step in joining our unique network of planned giving professionals. We see things through a different lens — and soon you will, too.

A $247 value for only $59.00.