Empower your donors to live well and leave well, and invest their legacy in the causes they support the most.

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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. 

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. Complete with FAQs.

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Bequest Brochures

Sample Bequest Brochure

IRA Rollover Toolkit

Sample IRA Brochure


Sample Planned Giving Postcard

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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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