Planned Giving: More Than Just Money
Read our take on what it means for your organization and your career.
Exclusive, End-to-End Marketing Solutions for Institutional Accounts
Our Enterprise Solutions are the first choice among national organizations, foundations and large nonprofit centers with chapters or member organizations.
Customized comprehensive solutions are available for long range goals.
More about Enterprise Solutions.
For the Small to Medium-Sized Shop
- Module 1: Market Your Program
- Module 2: Formalize Your Operation
- Module 3: Build Donor Relationships
All the smarts you need “in a box.”
Developed by two former Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised millions.
Did you know that annual gifts and major gifts go up when you have a solid planned giving program in place? The Box is a great place to begin. Want grantors, grantees, sub-grantees and your board to take you more seriously? 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 verbiage you need from gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.
The Box is also helpful to consultants who want to focus on growing their practice instead of reinventing the wheel.
Purchase the entire Box or each module separately. More.
Free bonus: A copy of The Planned Giving Bible™ plus 3 Pocket Guides (and more … over a $300 value).
The Planed Giving Bible: It's the definitive guide to gift planning. It covers the "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your donors.
Planned Giving Websites
A planned giving website for your prospects and one for financial advisors lays the foundation for a successful marketing plan. It provides 24/7 access to your information to fulfill philanthropic aspirations.
We deliver enterprise planned giving marketing solutions for savvy donors down to simple planned giving websites for the smaller nonprofit.
eMarketing
Landing pages with digital outreach and interactive tools (calculators) get attention, build trust and convert casual browsers to active visitors.
All have marketing and legally vetted language that explain how gift plans work.
Print/Direct Mail
Fact: print marketing is far more powerful than e-marketing. So if you are planning on using e-marketing alone, don’t; balance it with print. Access a comprehensive series of gift planning tools and marketing materials a-la-carte or consider our Enterprise Solutions (a marketing bundle) with a 12- to 36- month comprehensive marketing plan.
Complete Services Sheet [PDF]
We’re In the Business to Help You Succeed.
LEARNING TOOLS
Assess Your Planned Giving Readiness
Assess Your Board
Tak-Tik of the Week
21 Steps to a Successful Planned Giving Program
10 Simple Tips and Strategies to Market Planned Gifts
How Giving Vehicles Work (includes videos and donor profiles for each giving vehicle)
Compare Giving Vehicles (online interactive version)
Compare Giving Vehicles (print version)
For the Very Small Nonprofit: A Planned Giving Microsite
The Planned Giving Bible™
The definitive guide to planned giving! Covers all relevant information you’ll ever need as a professional gift planner.
Updated yearly.
The Planned Giving Pocket Guide
A concise, desktop reference guide. Covers over 18 gift plans.
Updated yearly.
Gift Comparison Charts
Side-by-side comparison showcasing features and benefits of each gift plan. Completely branded to your organization.
Webinars and Primers
Invest in your future! Exceptional presenters, timely topics.
Internal Case to Market IRAs
Free resources to build support from your boss and your board.
Free Downloads
Conversation Starters, Donor Interview Form, Donor Characteristics Table, Sample Codicil, Year-End Solicitation Letter, and more.
It’s a weekly Tip! (Subscribe for free)
Insiders insights; each a 52-second read.
Idea Center
Sample marketing ideas with visuals.
Learn (for Newbies)
Gift Plan Videos, 21 Steps to Launch a Program, 10 Marketing Tips, and more.
Frequent Questions
How does the IRA Rollover (QCD) work? Should I accept real estate? How often to mail? What motivates a donor to give? What makes her stop giving?
How to Launch a Planned Giving Program
21 Simple steps to success.
U.S. seniors use the Internet more than their younger counterparts and are the fastest growing sector of the PC-purchasing public.
A story about a philanthropist who lived in a trailer. You can’t judge a book by its cover just as you can’t judge a potential donor by his appearance.
Some vendors are enticing nonprofits to convince donors to “buy now” before the bottom falls out with rate cuts of 0.3% to 0.5%. (And collectively spread fear that CGAs will soon become a bad idea for the foreseeable future … ) Advocating CGA rates erode brand equity because they focus on timing the market versus adhering to long-term goals.
Here’s a quick summary of the CARES Act.