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.

“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

• 12-Month Planned Giving Marketing Plan (Calendar Template)
• 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

Includes

• 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.

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