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Planned Giving Pocket Guides

Can be Branded With Your Logo and Contact Information.

Published since 2001

Updated at least once a year. 

Planned Giving Pocket Guide for Professional Gift Planners

Planned Giving Pocket Guide for Professional Gift Planners

Comprehensive booklet which includes a foldout gift comparison chart.

Sample Pages (PDF)

Pocket Guide For Major Gifts Officers Large

Planned Giving Pocket Guide for Major Gifts Officers

Any planned gift is a major gift. Educate everyone.

Sample Pages (PDF)

Free PDF Download Version

Planned Giving Pocket Guide for Board and Philanthropists

Inform donors how planned gifts work. Often used to distribute at Legacy Society events.

Sample Pages (PDF)

(Note: Images and sample page downloads (PDF) above may not reflect the most recent version that will be mailed to you.

That is, you will receive the most recent updated version.)

AUTHORS AND CONTRIBUTORS:

Camilyn Leone, ESQ; Dr. Scott Janney, CFRE; Meredith Sossman, ESQ. CFRE; M. Elizabeth Leverage, JD; T. Joseph McKay, JD; Brian M. Sagrestano, JD, CFRE (decd.); Viken Mikaelian; John S. Foster, Esq.

Planned Giving Myths & Facts

Estate Plannning Stats