
The Pocket Guide
Three versions: Professional Gift Planners, Major Gifts Officers, and for Board, Volunteers and Philanthropists.
Online Will Planning Tool
Making Estate and Legacy Planning accessible, simple, personal, and FREE for your donors.
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 customize.
Also review our “almost free” documents on wills, trusts and estates on this page.
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Foundational Documents on wills, trusts and estates.
Uses include:
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.
Donor Story Testimonial Form
Compile more donor stories with our Donor Story Testimonial Form
Major Gifts Today. Subscribe! (It’s Free)
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.