1288 Valley Forge Rd. Building 82
(800) 490-7090
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Multi Channel

Planned Giving

Marketing Solutions

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Modern Planned Giving

The Old Fashioned Way

The Importance of Planned Giving

No planned giving strategy? You’re losing out on a boatload of funding. Appeal to a broader audience today.

A planned giving website for your prospects and even a planned giving website for financial advisors is not an add-on to your marketing plan. It’s the hub. A must. And it gives them 24/7 access to your information.

From a no-nonsense simple online presence to robust solutions for savvy donors.


Landing pages with digital outreach (e-broadcasts) —if done right—is the way to get attention and convert casual browsers to actual visitors.


But brace yourself. Most financial advisors do not understand how planned gifts work. To put it another way, the people counseling your prospects on how to manage their assets do not understand planned giving.

This is not a criticism. Just a fact.


Practical. Informative. Useful.

Over $250,000 worth of content in MS Word, templates and toolkits at your disposal.

Gift Acceptance Policy? Description of Lead Trusts? Need a template on a ways-of-giving brochure? It’s all here.