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Weekly Planned Giving Resources

Practical, time-saving tips, tools, and downloads — delivered weekly to help you raise more, stress less, and lead your planned giving efforts like a pro.

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Included Bonus Downloads Valued Over $1,500: 

What can I expect?
Subscribers receive weekly personal and career development tips, planned giving guidance and resources, advice from experienced professionals, valuable e-books, informative articles, and tools. The primary advantage is the ability to stay focused on and be continually reminded of the importance of planned giving, equipping you with the tools and knowledge to excel in your career.
Why Not Free?
We don’t need the $19.95 — and we’re not making any real money from it. But here’s the truth: When something is free, people ignore it. When you pull out a credit card, even for a small amount, it signals that you’re serious. You’re invested. This small subscription cost isn’t for us. It’s for you — to help filter out the dabblers and attract only committed, growth-minded fundraisers who want results. That’s who we built this for.

These expert-level nuggets include links to free e-books containing even more valuable information; plus links to a number of free planned giving downloads that you can adapt for your organization (from social media posts to planned giving language you can use).

You’ll also get information on:

  • Effective Marketing
  • Conversation Starters
  • Stewardship
  • Career Development
  • Time Management
  • Public Speaking
  • And much more ...

Preview some of the downloads here.

Tools You Need to Succeed

Advice, guidance, and more. From marketing to stewardship, time management to career development, tools and downloads, these Weekly Resources, Assets and Tips are invaluable towards building a legacy giving program. And your career!

So what are you waiting for? Sign up today.

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