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. We have a strict copyright policy.

 

  • IRA Rollover
  • CGA Toolkit (under development; please inquire)
  • Bequest Toolkit (under development; please inquire)