Establish Your Planned Giving Presence Online With

No Effort.

Key Features

Planned Giving Micro Website

Developed for the Smaller Shop

Don’t let the name fool you. This Planned Giving Micro Website covers all essential planned gifts and how they work. You can upgrade the Micro Website to The Planned Giving Toolkit. You also have the option to incorporate the LegacyPlanner™ — an online will planning module that’s free to your donors.

The Micro Website is perfect for the smaller shop that is establishing a new planned giving program or expanding an existing one.

Your Pathway Into Planned Giving

A survey of over 1,200 nonprofits showed that the top three reasons why most organizations do not pursue planned giving are:

  1. Lack of resources
  2. Lack of time
  3. Unsupportive leadership

Have your excuses always been #1 and #2? Then we just killed them.

If it’s #3, contact us — we offer advice, primers and educational tools for leadership. Engaging your board so they see the value of planned giving is critical.

What You Get

  • Planned Giving Micro Website
  • All Planned Gifts Explained
  • Typical Donor Profiles
  • Videos of Gift Plans
  • Video: What Is Planned Giving?
  • Over 50 Frequent Questions Donors Ask
  • Automatic Tax and Legal Updates
  • Marketing Guide with Sample Calendar
  • IRA Rollover (QCD) Solicitation Letter
  • Ultimate Quick Reference Planned Giving Pocket Guide (3 copies)
  • Giving Tomorrow and Major Gifts Today (both for free)

Your COMMITMENT

About 5 minutes of your time.

There Is a Catch!

Please Read Before Subscribing

The biggest advantage of this products is that it gets you a robust, affordable  planned giving website, fast. No fuss, no mess, exceptional quality. At this price, however, customization is limited.

Organizations with strict branding and marketing guidelines may be better served with our LegacyPro website or Legacy 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 “have entered the planned giving business.”

Frequent Questions

How do I get started?

After you purchase the product you will receive an email requesting:

  • The “formal” and “short name” (if any) of your organization.
  • One photo for the banner.
  • Your contact information; contact information of any other team members (if any; up to 3 more). Photos are welcome.
  • If there are any specific gift plans you do not want us to include. (Don’t want a CRUT or a PIF? We’ll turn off the switch.)
What will the URL/site address be?

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.

Do I get to approve the website?

Yes, for a small additional fee. Please inquire.

Do I get to approve the website?

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.

How does the website go live?

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.

How much customization can I do?

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.

Can I eliminate certain gift plans?

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.

Why can't I request editorial revisions?

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.

How long does it take to go live?

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.

Why is this so inexpensive?

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.

How much work do I have to do?

This is a turnkey product. We do all the work.

Why a planned giving website?

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.

Can I host your content on our servers?

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!

Is planned giving really that important?

Planned gifts are important for a number of reasons:

  1. It shows donors and board members that your organization is legitimate. It shows long-term thinking. See this article on LinkedIn.
  2. Planned gifts are gifts “anyone can make.” Not just for the wealthy.
  3. An average planned gift is 200-300 times the size of a donor’s largest annual gift.
Can you help me with direct mail and brochures?

We offer far-above industry standard planned giving marketing solutions and collateral, such as direct mailbrochures, 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.

I've seen similar products cost thousands.

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

What's the difference between a Micro Site and Planned Giving in a Box?

Here’s a PDF that clearly outlines the differences.

Payments?

Click here to purchase. It’s as easy as buying coffee on Amazon.