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 customize.

Also review our “almost free” documents on wills, trusts and estates on this page.

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• National Make a Will Month (postcard template) $395.00 $0.00
• Importance of Estate Planning $395.00 $0.00
• IRA Rollover In-House Tools $0.00
• 12-Month Planned Giving Marketing Plan (Calendar Template)
• 12 Month Planned Giving Marketing Plan (44 Pages) $0.00
• Special Needs Trust $0.00
• The Perfect Question to Ask $0.00
• Sample Codicil $0.00
• Gift Comparison Chart $0.00
• Year-End Giving Solicitation Letter $0.00
• Donor Characteristics Table $0.00
• The 25 Estate Planning Documents $0.00
• 25 Conversation Starters $0.00
• IRA Solicitation Letter $0.00
• Donor Story Form $0.00

Request Information About the LegacyPlanner.

“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.

Endow Your Annual Gift

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.

Year-End Giving Brochures

Seasonal and holiday-themed brochures and postcards. 

Planned Giving Boot Camp

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)

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.