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