Planned Giving Toolkit

“Tooled” for the smaller shop.

Affordable. Effective. Straightforward.


In stock

Planned Giving Toolkit
This item: Planned Giving Toolkit

In stock

$995.00 / year and a $100.00 sign-up fee
Three Planned Giving Pocket Guides
1 × All 3 Pocket Guides

In stock

Original price was: $90.00.Current price is: $70.00.

Planned Gifts Can Get Complicated

Marketing them Shouldn't Be

None of the big nonprofits found success with just annual cash donations. They all have a planned giving program that’s been in place for years.

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

There’s no excuse not to have a planned giving initiative of your own — and no excuse not to have the Planned Giving Toolkit in your toolbox.

Affordable. Effective. Straightforward.

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

  • Planned Giving Micro Website
  • Videos of Gift Plans
  • Ways-of-Giving Brochure*
  • Ways-of-Giving One Page Informational*
  • Bequest Postcard*
  • Trusts 101 Brochure
  • 75 Social media Posts
  • Giving Tuesday Email Templates
  • Sample Thank You Letters
  • Intention Form
  • Giving Vehicle “Sell Sheets”*
  • Much more …

*Templates in Adobe InDesign