SERVICES
Online Tools

Planned Giving Websites

Planned Giving Toolkit

Will Planners

Planned Giving Videos

Toolkits and Do-It-Yourself Solutions

Donor Album
Print Marketing & Other

Direct Mail (Postcards and More)

Brochures

Estate Planning Guides

Surveys

Donor Interview & Story Composition

Online Will Planners
Market. Close. Track.
Our "bequest makers" simplify your life.

Consulting Services
LEGACY GIVING IN A BOX
Legacy Giving in a Box
The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.
Includes

Planned Giving Website

Will Planner

Marketing and Outreach

Back Office Operations

Stewardship

Wills & Estate Planning Statistics
PUBLICATIONS

101 Questions That Unlock Planned Gifts
Clients only.

Pocket Guides
Learn how planned gifts work.

Giving Tomorrow
Exclusive interviews, tips, research, case studies from best and brightest. Help grow your career.

Gift Comparison Charts
Compare planned gifts side-by-side.
ABOUT
About PlannedGiving.com

About Us

History

Importance of Planned Giving

Your Team

Meet the CEO
Company Assets

Philanthropy.org

Bequests.com

MajorGifts.com (Courses)

GiftPlanning.org

Planned Giving Boot Camp

What Is Planned Giving

Importance of Planned Giving

Why You Need a Planned Giving Website

Convince Your Board

Planned Giving Glossary

Frequent Questions

Resources

Client List
75 Social Media Facebook Posts
Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.

Company Assets

Give and Take

Visionary Voices
CONTACT

Tag: Revocable Living Trust

Trusts

How to Establish a Trust Fund in 5 Simple Steps

Learn how to establish a trust fund in 5 simple steps. Protect your assets and secure your loved ones’ future with our comprehensive guide.

Sarah Pinto January 20, 2025 No Comments

Wills

3 Reasons to Establish a Will or Trust This Tax Season

Discover the top 3 reasons to establish a will or trust this tax season. Learn how to secure your assets, minimize taxes, and ensure your wishes are honored.

Viken Mikaelian January 16, 2025 No Comments

Legacy Giving in a Box

Includes

Tag: Revocable Living Trust

How to Establish a Trust Fund in 5 Simple Steps

3 Reasons to Establish a Will or Trust This Tax Season