For the Smaller Shop

Planned Giving Toolkit

Affordable. Effective. Straightforward.

Even if you’re not prepared to pursue planned gifts, it’s good to have the toolkit “on the side” working for you.

The Toolkit is so affordable and easy to implement, there's no excuse to wait.

What's Included?

Planned Giving Micro Website (info) (PDF Spec Sheet)
Download Library (see below)

The Planned Giving Toolkit is designed to provide everything you need to get on the same playing field as larger nonprofits, but at a fraction of the cost and with a fraction of the staff.

What content is included?

Ways-of-Giving Brochure*
Ways-of-Giving One Page Informational/Flier*
Bequest Postcard*
Buck slip* (NEW)
Trusts 101 Brochure
Estate Planning for Women
Blended Gifts
75 Social Media Posts
Giving Tuesday Email Templates
Sample Thank You Letters
Intention Form (NEW)
Intention Thank You Letter (NEW)
Giving Vehicle “Sell Sheets”*
Giving Tomorrow magazine
Weekly PG Assets, Tips and More

*Provided as an Adobe InDesign Template. Customize it yourself or hand over the templates to a graphic designer or your local print shop.

Is the content updated?

We regularly maintain the content, especially with tax law updates.

What rights do we have with the content?

All content is copyrighted and licensed to one non-profit at a time. It cannot be “loaned” to another organization, or “carried with you” to another organization if you change jobs.

Can we continue using the content after we terminate our website?

Yes. However, content does “get old” over time and we suggest continuing your subscription. Besides, at this low price and considering how critical planned giving is, there’s no reason to discontinue!