Pocket Guide For Major Gifts Officers – Branded (Clients Only)

Everyone on your team should have an idea what planned giving is about. This small booklet will enable staff members to “begin” a conversation and make donors feel comfortable that theirs a team behind their philanthropic efforts.

  • Essential Gift Plans
  • Elevator Pitches
  • Gift Comparison Chart
  • Who to Ask; What to Ask For
  • 8.5 x 11 (Printer Friendly)
  • Distribution Rights (Your Brand)
  • Custom Cover Photo    
  • Your Logo on Cover    
  • Your Cover Letter    
  • Your Logo, Name, Contact Info


In stock

Planned Giving Guide for Major Gifts Officers
This item: Pocket Guide For Major Gifts Officers - Branded (Clients Only)

In stock

Three Planned Giving Pocket Guides
Original price was: $90.00.Current price is: $70.00.
Planned Giving Pocket Guide for Professional Gift Planners
  • Educate Your Team
  • Inspire Legacy Gifts

This is the simplified yet more of a “100-mile-high-view” version of our Pocket Guide for Professional Gift Planners.

Want your program to grow? Begin with this booklet. It is for all the “MGOs” in your staff … yet works for CEOs and administrative staff too. Specifically developed with the Major Gifts Officer in mind.

  • Who to Ask
  • What to Ask For
  • How to Ask
  • 3 Most Popular Types of Planned Gifts
    • Beneficiary Designations 
    • Bequests 
    • Blended Gifts 
  • Other Types of Planned Gifts (with diagrams)
    • Gifts That Pay Income (CGAs, Unitrusts, PIFs, etc.)
    • Gifts That Protect Donor’s Assets (Lead Trusts, Bargain Sale, Etc.)
    • Gifts of Personal Property 
    • Donor Advised Funds 
  • Your First Next Steps
  • Planned Giving Elevator Pitches
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.