Our Companies

Below are resources to help you succeed.

Planned giving marketing and lead generation tools and services.

Education, courses, jobs, tools and more. A powerhouse for networking and opportunity.

Planned giving and personal calculators for donors and their advisors.

It’s all about storytelling! Showcase your donors online and offline. “Those who tell stories rule the world.” ~ Plato.

A valuable resource to enhance your planned giving marketing efforts. Templates, forms, back-office tools, artwork, gift planning assets, special language, case studies, and more.

Not accessible to the public. We utilize to host client planned giving websites at a premium subdomain (i.e., yourname.plannedgiving.org).

Content on this website is added on a regular basis. If you can’t find what you want, we most likely have it. Contact us!

Below is a sampling of the type of content to expect (some for free!):