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The Charitable Bequest Planner

Two versions available:



Help your prospects become donors with PlannedGiving.Com’s easy-to-use, step-by-step Charitable Bequest Planner.

The Planner takes the guesswork out of charitable bequests—for the donor and the nonprofit. You’ll know the anticipated size of the gift; how the donor expects the gift to be used; how to reach the donor’s executor; and—most importantly—you’ll have it all confirmed in writing. Vetted by an attorney, The Charitable Bequest Planner has everything your donor needs to make a transformative gift to your nonprofit. Show prospects that your organization is worthy of a bequest with this professional, attractive blueprint that will help chart the future of your organization.

  • Easy-to-follow checklist for the donor
  • Attorney-vetted will language covering four types of bequests
  • Resource list and helpful links to aid in donor’s research

Two versions available: