Planned Giving Downloads, Tools, Resources


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.

Legacy Planner Logo

Online will planning platform: making estate planning accessible, simple, personal, and FREE to donors!

“Almost Free” Foundational Documents

Here are “almost free” foundational documents on wills, trusts and estates. Uses include:

Blog, Direct Mail, Brochures, Social Media, Magazines, Fliers, and 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

Planned Giving Boot Camp

FREE. Just cover postage.

This is our last and final edition for The Pocket Guide for Beginners and Staff.

This publication will soon be replaced with The Planned Giving Pocket Guide for Major Gifts Officers.


New Free Download

IRA Rollover

In-House Tools for Qualified Charitable Distributions (QCD)


  • Memo to Boss or Board
  • Retirement Plan Beneficiary Letter To Donor Prospects
  • Letter of Intention from the Donor
  • Letter to Plan Custodian Requesting Distribution According to Donor’s Wishes
Over $1,000 value

Over 15 videos for your organization’s giving website.

Major Gifts Today. Subscribe! (It’s Free)