Below are resources to help you succeed.
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!):
Content is reviewed by lawyers and financial advisors, many who specialize in Estate Planning.
We’ve been doing this for over 20 years with a proven track record of success.
Our goals is to stay ahead of the curve. We actively invest in research and development.