Don’t let the name fool you. This Planned Giving Microsite covers all essential planned gifts and how they work. The package even includes outreach materials you can use in your direct mail and other publications. And now you have the option to incorporate the LegacyPlanner™ — an online will planning module that’s free to your donors.
This planned giving website (a Microsite as we call it) is perfect for the smaller shop or nonprofit that is starting or establishing a new planned giving program or expanding an existing program online.
A survey of over 1,200 nonprofits showed that the top three reasons why most organizations do not pursue planned giving are:
Have your excuses always been #1 and #2? Then we just killed them.
If it’s #3, contact us — we offer advice, tools and educational tools for leadership. Engaging your board so they see the value of planned giving is critical.
About 5 minutes of your time.
Organizations with strict branding and marketing guidelines may be better served with our LegacyPro website or Planned Giving in a Box where both offer more robust solutions.
Our Microsite is a good way to have Google begin indexing your website to let your board, donors and the rest of the world know that you are in the planned giving business.
After you purchase the product you will receive an email requesting:
This will be given to you when it is done. But it will be a very simple link under plannedgiving.org (a trusted URL that we own that also helps you with SEO on Google). The link will most likely be: yourname.plannedgiving.org.
Yes, for a small additional fee. Please inquire.
Yes. But there is really not much to approve other than your photo and making sure your name is correct throughout.
This is a turnkey product and it’s designed to be quick and inexpensive.
We’ll send you a URL, along with simple instructions. Pass these along to your IT manager/website design team. It should take them about 2 minutes to connect the microsite to your organization’s main site.
As many places as possible. Link from any of your donation pages; from a drop down on your organization’s homepage … you can even add links under staff email signatures.
You can also add it to donor stories. Place a version of the following sample copy at the end of the story, and use it as a text link to your new microsite: You too can make a gift that costs nothing during your lifetime.
Such context-sensitive links increase your visibility not only to your donors, but also to search engines such as Google, Yahoo, and DuskDuckGo.
Very little. This is not designed to be a customizable product. It is designed to be turnkey… this is what keeps its price low, and producing it quick.
You are limited to a banner photo, your organization’s name throughout (including a “short name” or an abbreviated name so there’s a conversational style), your team’s contact information with their photos and optional LinkedIn addresses.
If you are interested in a more customizable product that also houses much more information including interactive features, you can begin with our more advanced planned giving websites and gift planning solutions.
Yes. We’re ahead of you there. Not all nonprofits wish to accept all gift plans. On your initial questionnaire you will have a checklist.
This gift planning solution is designed to get you started.
The content of these pages is “infused” from a platform on a central database. Revisions would be very costly, and will affect all of our other nonprofits. Requested editorial changes are reviewed by our team (two attorneys and a copywriter). They are considered only if we find the changes to be an enhancement, and if they appeal to a large audience.
We offer solutions for the very small charity to organizations such as Harvard Business School and American Heart Association. Our more robust solutions have more customization options.
Less than a week — assuming we have all of your information.
Once you purchase this service, you will receive a link that informs you what we need. It’s a 5 minute form, if that.
One of the items we will need is a large photo for the home page banner. If you do not have one, we can supply you with several stock photography options.
We understand not all organizations have the same needs or budget. This is our way of helping you and see you grow. We have worked very hard to keep this product at a barebones minimum. We hope you understand why extra features are not available at this price point.
This is a turnkey product. We do all the work.
Only 5% of this nation’s wealth is in cash. The majority is in assets. It is critical for any nonprofit to let donors know that they are in the planned giving “business.”
Having planned giving pages online is the first step.
The second step is making sure you have your basic bread-and-butter” gift planning brochures.
Our goal is to save you time and aggravation. At only $495 per year, it will cost you more (in time and money) to implement such a product yourself. We also keep the content fresh on a regular basis, add/tweak features, announce tax law updates, improve the platform, etc.
In addition, our content is copyrighted and can only be hosted on our servers. So focus on what you do best… raising money!
Planned gifts are important for a number of reasons:
We offer far-above industry standard planned giving marketing solutions and collateral, such as direct mail, brochures, and estate planning toolkits, just to name a few. We also have numerous leave-behind pieces for donors and board members such as Estate Planning Guides for women, Beques brochures in Spanish, and more.
True. However, by eliminating extensive (and expensive) branding options, we have made this planned giving marketing website relatively simple to implement. As it helps you grow, we hope you stay with us for more robust planned giving marketing solutions
Here’s a PDF that clearly outlines the differences.
Click here to purchase. It’s as easy as buying coffee on Amazon.
Because of the low price, we accept credit card payments only (reduces administrative costs).