Planned Giving

Power Hour

Clever Questions Book

Questions that Unlock Planned Gifts

For platinum level clients only.

Compass Pointing to Vision

Endowment = Respect & Authority

An endowment makes a mighty statement.

Pocket Guide for Professional Gift Planers

Professional Gift Planners

Your back-office reference guide. For the professional gift planner.

Planned Giving Pocket Guide for Major Gifts Officers

Major Gifts Officers & Staff

Any planned gift is a major gift. Learn the basics.

Pocket Guide for Board Members and Philanthropists

Board Members & Philanthropists

Inform your board, volunteers, and philanthropists. Non-technical.


Weekly Tips and 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


Endowment Calculator

What Is Planned Giving?

Stats, Myths, Facts.

Will Planners

Legacy Planner Logo
Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Empower your donors to plan their will and invest their legacy in the cause they support the most.

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 $799 value for only $247.00.

Legacy Box