Planned Giving Downloads, Tools, Resources
Free
Put these resources to jump-start your nonprofit’s planned giving and major gifts program (download as many as you wish). Don’t forget to to customize.
Also review our “almost free” documents on wills, trusts and estates on this page.

Online will and bequest maker: making estate planning accessible, simple, personal, and FREE to donors!
“Almost Free” Foundational Documents
Foundational Documents on wills, trusts and estates.
Uses include:
- Blog
- Direct Mail
- Brochures, Magazines, Fliers
- Social Media
- Any communications with donors and the public.
As you transition your prospects from annual giving to endowment / long-term / major giving, you may want to begin to educate them about your endowment and what it does for your organization. More.
Seasonal and holiday-themed brochures and postcards.
Over 15 videos for your organization’s giving website.
Major Gifts Today. Subscribe! (It’s Free)
FREE DOWNLOAD: 25 Estate Documents You Need to Put in One Place
Post on your planned giving website as a download, hand out at legacy society events, enclose with bequest brochures, make it part of your LegacyPlanner Campaign.