Perfect for major gifts officers, volunteers and board members. PDF.
Published since 2001
The Pocket Guide is truly a win-win. It empowers your team to raise more funds, and at the same time it provides us with visibility and spreads our good will. For this reason, we insist that our name and copyright remain intact. Permission is granted for you to freely distribute or post this booklet on your website, citing PlannedGiving.com as the source.
The Pocket Guide for Professional Gift Planners can be found on this page.
*Interested in the branded version? It’s suitable for larger organizations with several MGOs or national charities with chapters gearing up for an institutional planned giving initiative. Special pricing for clients only.
Remember … only 1% of nonprofits pursue planned gifts. And those that do, are in the top 1 percent of all nonprofits!
Below are tools for the smaller shop. For more comprehensive solutions visit PlannedGiving.com.
For printed versions of our Pocket Guides, visit this page.
Planned giving marketing downloads and back-office tools.
This website is owned and operated by PlannedGiving.com, your trusted planned giving marketing authority.
