Ultimate Quick Reference
Planned Giving Pocket Guide 

See Our New: Pocket Guide for Major Gifts Officers.

This is the insider’s guide to what planned gifts can do for your donors and for your organization. It’s also the perfect companion for The Planned Giving Wiki.

Slip this handy, easy-to-digest booklet into your pocket before your next round of prospect calls. It’s not another ways-of-giving brochure — it’s a whys of giving that helps you better understand the upsides and downsides of different giving options for both you and your prospects.

Use the Ultimate Quick Reference guide to gain more satisfied donors and achieve better financial results for your nonprofit.


All Pocket Guides can be branded to your organization. Minimum orders vary. Please call 800-490-7090 or drop us an email.

Institutional discounts available for large orders.



Planned Giving Pocket Guide for Major Gifts Officers (MGOs)
Planned Giving Pocket Guuide for Professional Gift Planners

The Ultimate Quick Reference Planned Giving Pocket Guide for Professional Fundraisers


  • Gift Diagrams
  • Elevator Pitches
  • Details
  • How it works
  • Benefits/challenges to nonprofit
  • Benefits to donor
  • Typical Donor Profile
  • Foldout Gift Comparison Chart
  • 4 x 9 inches
  • Spiral bound (lays flat)
  • Over 36 pages