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

This is the "insider’s guide" to what planned gifts can do for your donors and for your organization.

Pocket Guide For Major Gifts Officers Large

Planned Giving Pocket Guide for Major Gifts Officers

Any planned gift is a major gift. Everyone on your team should have an idea what planned giving is about.

Planned Giving Pocket Guide for Board and Philanthropists

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

Three Planned Giving Pocket Guides

All Three Pocket Guides

Purchase all three at a discount. Consider a larger order customized and branded for your organization. logo
Planned Giving Pocket Guides

Published by Planned since 2001.
Updated Yearly.


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.

(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.)