Toolkits

Our planned giving toolkits are designed to minimize workload and maximize results. They practically do all the work for you! They are powerful, highly effective, simple to use, and they can do it all under budget.

Notes

Please do not share these Toolkits outside of your organization.

  • IRA Rollover
  • CGA Toolkit
  • Bequest Toolkit
  • Get Your Board on Board
  • Audio Gift Descriptions
  • Newsletter Content
  • Brochure Content
  • Gift Acceptance Templates
  • Estate Planning Templates
LEGALLY VETTED CONTENT

Professionally-written donor centric content. All legally vetted.

Saves You Time

Why re-create the wheel? Download our content, give it your touch, print and mail.

Royalty-Free

Print and mail as often as you wish. In fact, we recommend repeat mailings.

Toolkits
Toolkits

11 Products