Free Planned Giving Downloads, Tools, Resources

Check out this collection of invaluable, free-to-use resources for the savvy fundraiser. You can put these free planned giving tools to work today to jump-start (or even launch) your nonprofit’s planned giving program. Among the free planned giving tools on this page are estate planning documents, a donor story form, an IRA solicitation letter, a donor profile table, a gift comparison chart, a sample codicil, donor prospect conversation starters, and more. Each asset is simple to use: Just click on the corresponding link to download, fill in the blanks with your nonprofit’s information, personalize, and send!


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
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