12 Ways of Gifting

Don’t delay—work this informative tool into your year-end marketing plan to attract your donors’ attention. The holidays are just around the corner.

Free for members.

Note: you will need Adobe InDesign to customize this product. It is advisable that you work with a graphic designer.

Subscribe to Legacy Giving in a Box, LegacyPRO planned giving website or to Planned Giving Micro Website and gain access to several planned giving tools, templates, and more.


In stock

Year End
This item: 12 Ways of Gifting

In stock

Three Planned Giving Pocket Guides
1 × All 3 Pocket Guides

In stock

Planned Giving Pocket Guide for Professional Gift Planners
Planned Giving Pocket Guide for Major Gifts Officers

Educate your donors about their year-end planned gift options with a touch of holiday humor. Our Christmas-themed one sheet touches on 12 different ways to give:

  1. Bequests
  2. Beneficiary designations
  3. Stock
  4. Life insurance
  5. Collectibles
  6. Donor-advised fund
  7. Pooled income fund
  8. Real estate
  9. Charitable lead trust
  10. Charitable gift annuity
  11. Endowment, and
  12. Legacy IRA.

Use it on your website or social media page; hand it out at events; send it via email or deliver via U.S. Mail, extract the copy for your blog or for an article in your publication — the choice is yours.

Perfect for secular or religious organizations alike, it’s ready to be customized with your branding and contact information.

This professionally designed product will save you countless of hours in trying to get your message across.

Don’t delay — work this informative tool into your year-end marketing plan to attract your donors’ attention — the holidays are just around the corner.


See a way to improve this product? Please let us know (or call 800-490-7090) — it will help us serve you better.


All products are licensed to one organization at a time. Please do not transfer or loan to another nonprofit.



Members Only Content

This is not a comprehensive list. All of the above may or may not be included with your plan.

Reach out! We look forward to hearing from you.