Ultimate Quick Reference
Planned Giving Pocket Guide 

This is the insider’s guide to what planned gifts can do for your donors and for your organization.

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.

planned giving pocket guide for board

Board Members Version

planned giving pocket guide for beginners

Beginners Edition

Planned Giving Pocket Guide Fundraiser Version


  • 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