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.
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!
Questions that Unlock Planned Gifts
Only Available Through Our Weekly Assets Subscription
Endowment = Respect & Authority
An endowment makes a mighty statement.
Your back-office reference guide. For the professional gift planner.
(FREE) Any planned gift is a major gift. Learn the basics.
Board Members & Philanthropists
Inform your board, volunteers, and philanthropists. Non-technical.
Share Your Knowledge / Get Published
Weekly Tips, Downloads, Assets
Assess Your Planned Giving Readiness
Is Your Board Ready for Planned Giving?
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)
For the Small Nonprofit: Planned Giving Micro Sites
Empower your donors to plan their will and invest their legacy in the cause they support the most.
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.
Planned giving marketing downloads and back-office tools.
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