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Everything Planned Giving

The 2023 Planned Giving Pocket Guide

Updated Yearly Since 2002

Pocket Guide for Professional Gift Planers

For Professional Gift Planners

Use this Ultimate Reference Guide to gain more satisfied donors and achieve better financial results for your nonprofit.

For Major Gifts Officers

Everyone on your team should have an idea what planned giving is about. After all, any planned gift is a major gift.

Pocket Guide for Board Members and Philanthropists

For Board and Philanthropists

Inform your board, volunteers, and philanthropists about planned gifts in clear, non-technical language.

Giving Tomorrow Magazine

Giving Tomorrow Magazine

For thought leaders and success-minded. Stay "in the know!"  

Planned Giving Gift Comparison Chart

Gift Comparison Chart

Side-by-side comparison of the benefits and features (both to nonprofit and to donor) of all planned gifts.

downloads, templates, toolkits and more

Newsletter Content and More

Estate Planning Tools for the Other 68%

Over 90% of all planned gifts are bequests. And 68% of your audience does not have a will in place. The LegacyPlanner™ empowers your donors to plan their will and invest their legacy in the cause they support the most.