Endowment Toolkit

This Endowment Toolkit contains everything you need to promote planned gifts that build your endowment throughout the year.


In stock

Endowment Toolkit
This item: Endowment Toolkit

In stock

Three Planned Giving Pocket Guides
1 × All 3 Pocket Guides

In stock

Original price was: $90.00.Current price is: $70.00.
Planned Giving Pocket Guide for Professional Gift Planners
Planned Giving Pocket Guide for Major Gifts Officers

Why you need it:

This turnkey toolkit makes everyone happy.

  • Your boss, because your endowment will grow.
  • Your donors, because you show them how to support a mission they believe in by making a gift that returns benefits to them.
  • You, because it makes your job easier and saves you time and money.

How to use it:

Download the kit, drop your info into the templates, and follow the marketing calendar for when to mail each piece. With minimal effort, you can get more for your money and use the content multiple ways. For example, take the postcard copy and turn it into a display ad or an e-blast. Tweak the newsletter article and turn it into a letter.

What’s included:

  • Eight attention-grabbing marketing pieces in total (3 oversized postcards, 2 solicitation letters, 2 intention forms, 1 article)
  • Step-by-step instructions and suggested mail dates to make implementation a no-brainer
  • Professionally designed templates (including copy and stock photos) in an Adobe InDesign file

Software needed:

  • Microsoft Word
  • Adobe InDesign
Legacy Planner Logo
Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Empower your donors to plan their will and invest their legacy in the cause they support the most.