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Planned Giving Pocket Guides

Published since 2001

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.

Planned Giving Pocket Guide for Major Gifts Officers

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.

Need help? Call our award-winning gift planning support team at (800) 490-7090.

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Planned giving downloads, documents, videos, websites, gift diagrams for your complete planned giving marketing solutions and needs.

Resources

Downloads

Education

  • Planned Giving Boot Camp
  • Boot Camp for MGOs
  • Boot Camp for Advisors

Services