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