Free Planned Giving Publications

Use these resources to jump-start your nonprofit’s planned giving and major gifts programs (download as many as you wish). Don’t forget to customize them with your contact information, logo, or other information in the places indicated. Also review our Premium Downloads and documents on wills, trusts and estates and more.

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More Free Tools

There are more free tools interspersed throughout this entire website. You may need to peruse!

This content is copyrighted. Please use our name somewhere on your document / web page if appropriate. Feel free to make it inconspicuous. ©, Inc.

Planned Giving Micro Website for the Smaller Shop

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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Empower your donors to plan their will and invest their legacy in the cause they support the most.

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What would it cost you to produce these materials yourself?

  • Pay a marketing copywriter
  • Pay a planned giving specialist
  • Pay an attorney
  • Pay a proofreader
  • Pay a graphic designer
  • Pay with your time to oversee the project
Don’t forget to include "opportunity costs" — the cost of the gifts you didn’t have time to solicit.