Our Companies

Below are resources to help you succeed.

PlannedGiving.ComPlanned giving marketing and lead generation tools and services.

MajorGifts.ComEducation, courses, jobs, tools and more. A powerhouse for networking and opportunity.

DonorAlbum.Com

It’s all about storytelling! Showcase your donors online and offline. “Those who tell stories rule the world.” ~ Plato.

LegacyPlanner

An online will and legacy planner for your donors.

Lightbox button

GiftPlanning.Org

A valuable resource to enhance your planned giving marketing efforts. Templates, forms, back-office tools, artwork, gift planning assets, special language, case studies, and more.

PlannedGiving.Org

Not accessible to the public. We utilize to host client planned giving websites at a premium subdomain (i.e., yourname.plannedgiving.org).

Content on this website is added on a regular basis. If you can’t find what you want, we most likely have it. Contact us!Below is a sampling of the type of content to expect (some for free!):
Toolkits
Toolkits

17 Products

Publications
Publications

6 Products

Templates
Templates

24 Products

Legally VetteD

Content is reviewed by lawyers and financial advisors, many who specialize in Estate Planning.

Market Proven

We’ve been doing this for over 20 years with a proven track record of success.

Always Innovating

Our goals is to stay ahead of the curve. We actively invest in research and development.