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  • About Us
    • Leadership
    • Our Companies
    • About Gift Planning Website
  • Publications
    • Giving Tomorrow Magazine
    • Major Gifts Today
    • Planned Giving Pocket Guide
    • The Planned Giving Wiki
  • Shop Categories
    • Artwork
    • Free Downloads, Tools, Resources
    • Documents
    • Estate Planning “Touch” Pieces
    • Toolkits
    • Templates
    • Brochures
    • Videos
    • Websites
  • Contact

Downloads

This section contains documents, toolkits and templates you can download and use immediately. Below is a sampling of the type of materials to expect:

Free Downloads: Click Here
  • 11 Estate Planning Marketing Brochures
  • Solicitation Letters
  • Gift Plan “Sell/Spec Sheets”
  • Gift Illustrations (Diagrams)
  • Planned Giving Videos
  • Explainer Videos
  • Newsletter Content
  • Brochure Templates
  • Brochure Content
  • Gift Acceptance Templates
  • Columns and Articles
  • Social Media

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TEMPLATES HOME

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Documents Home

Browse all documents below.

TOOLKITS HOME

Browse all templates below.

TOOLS HOME

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free downloads

Browse all documents below.

Templates
Templates

24 Products

Documents
Documents

171 Products

Toolkits
Toolkits

17 Products

Video
Video

18 Products

CONTACT

1288 Valley Forge Road, Unit 82
Valley Forge, PA 19460

800-490-7090
610-672-9684 fax
succeed@plannedgiving.com

SERVICES & PUBLICATIONS

Giving Tomorrow Magazine
Major Gifts Today (Free)
Planned Giving Wiki
Planned Giving Pocket Guide
Planned Giving Marketing Tools
Center for Major Gifts

COURSES LISTING

Professional Development
Personal Development
Planned Giving Boot Camp

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  • About Us
    • Leadership
    • Our Companies
    • About Gift Planning Website
  • Publications
    • Giving Tomorrow Magazine
    • Major Gifts Today
    • Planned Giving Pocket Guide
    • The Planned Giving Wiki
  • Shop Categories
    • Artwork
    • Free Downloads, Tools, Resources
    • Documents
    • Estate Planning “Touch” Pieces
    • Toolkits
    • Templates
    • Brochures
    • Videos
    • Websites
  • Contact
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