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Director of Development
American Friends of Soroka Medical Center
Pazit’s doctoral research explored how women become influential leaders on nonprofit boards. As she interviewed seasoned board directors, she found solidarity and inspiration from others who were, like her, juggling it all.
A planned giving website lays the foundation for a successful marketing plan. It provides donors 24/7 access to your information to fulfill their philanthropic needs.
We have the right website level for your nonprofit, no matter your size or budget. From enterprise-level planned giving marketing websites for the largest organizations to more basic builds for smaller nonprofits and churches, our planned giving solutions deliver donors to your doorstep.
This solution is your answer if you are a national organization, foundation, Diocese or Archdiocese with affiliates. (Ex., Red Cross, American Cancer, ALS, JDRF, Foundation, Archdiocese, etc.)
All planned giving websites can incorporate our online will planners as a fully integrated modules. This is significantly different than the “add-on” products in the marketplace today.
Developed by two Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions.
Want grantors, grantees, sub-grantees and your board to take you more seriously? Did you know that annual gifts and major gifts go up when you have a planned giving program in place? Just follow the step-by-step instructions in The Box.
The instructions are so simply laid out that it carries no learning curve. It has all the content and tools you need — from gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.
Don’t have time to implement it yourself? Work with an approved coach. The Box is especially helpful to consultants who want to focus on growing their practice. It helps consultants focus on the client first instead of reinventing the wheel and writing content.
The Box is now available with LegacyPlanner™ and LegacyOrganizer™
Cash is down, bequests are up. Motivate your donors to plan their will and invest their legacy in the cause they support the most.
Assess Your Planned Giving Readiness
Is Your Board Ready for Planned Giving?
21 Steps to a Successful Planned Giving Program
10 Simple Tips and Strategies to Market Planned Gifts
How Planned Gifts Work (Includes videos and donor profiles)
For the Small Nonprofit: Planned Giving Micro Sites
Get the insider’s guide to what planned gifts can do! You’ll better understand the upsides and downsides of different gifting options. Available in three versions for:
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We’re friendly people! Fill out the form on the left, email us at succeed@plannedgiving.com, or just pick the phone and call.
Understanding probate fees is crucial when settling an estate. Learn about the costs involved, including attorney fees, court charges, and more to navigate probate effectively.
Joe Garecht has joined the Center for Major Gifts as a Senior Advisor, bringing over 25 years of experience in nonprofit fundraising. Joe specializes in building fundraising systems to help organizations dramatically increase revenue. He will contribute articles, webinars, white papers, and courses, and lead the Major Gifts Boot Camp, complementing the Planned Giving Boot Camp by Jonathan Gudema. This addition enhances the organization’s planned giving services for over 5,000 charities.
Nonprofits often struggle to turn sporadic donors into committed major givers. Moves management offers a solution—a systematic approach that plans and tracks every interaction, or “move,” to guide donors from interest to transformational giving. By mapping out the donor journey, nonprofits can anticipate needs, personalize outreach, and build stronger, lasting relationships. This framework not only boosts gift amounts and retention but also ensures no opportunity is missed. Without it, you risk leaving transformational gifts and deeper donor connections on the table.
Our pets are more than just companions—they’re family, and they deserve love and care even after we’re gone. With thoughtful planning, you can ensure their future is secure by naming a trusted guardian, allocating resources, and including them in your will. It’s an act of love that provides peace of mind, knowing your loyal friends will be safe and cherished, no matter what happens. Don’t leave their future to chance—start planning today to protect the ones who depend on you most.
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