Planned Giving

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What Is Planned Giving

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.

Importance of Planned Giving

Finding and maintaining sources of funding is a difficult and time-consuming task for any nonprofit. Planned giving has a much higher ROI, helps establish endowments, and enables your organization to carry its mission far into the future.
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.

Will Planners

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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