Benjamin Franklin

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The Planned Giving



Giving Tomorrow Magazine – Issue 27 – February 2021

Giving Tomorrow Magazine

The Marketing Side of Planned and Blended Gifts

Cover: Dwayne Walton
Beauty for Ashes
More: What Your Boss Really Needs to Know About Gift Planning, Your Fundraising Should Be More Vulnerable…
Cover Story | Subscribe (free for clients)

Matrix of Multi-Channel Marketing Solutions

An Integrated Planned Giving Marketing Program

Turnkey. Customizable. Results-Driven.

PG Campaign is your complete, integrated, customized multi-channel marketing solution.

Chapter and Partner Websites

If you are a national organization or foundation with several nonprofit partners, here’s your solution.

Before contacting us,

Planned Giving in a Box Logo

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 where you 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.

Don’t have time to implement it yourself? Work with an approved coach.

Purchase the entire Box or each module separately. More.

[The Box is also helpful to consultants who want to focus on growing their practice. Focus on your clients instead of writing content and reinventing the wheel.]

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.

Websites for Chapters and Nonprofit Partners

This solution is your answer if you are a national organization, foundation, Diocese or Archdiocese with affiliates.


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, marketing materials and brochures* a-la-carte. Or consider our PG Campaign (a customized marketing solution) with a 12- to 36- month comprehensive marketing plan.

Complete Services Sheet [PDF] *Some available in Spanish

We’re In the Business to Help You Succeed.

Assess Your Planned Giving Readiness
Assess Your Board
Test Your Planned Giving I.Q.
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

Coming soon: Weekly Webinar Series.

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.

Ultimate Quick Reference Planned Giving Pocket Guide

The Planned Giving Pocket Guide
A concise, desktop reference guide. Covers over 18 gift plans.

Updated yearly.

Gift Comparison Charts
Side-by-side comparison of gift plans. Branded to your organization.

Webinars and Primers
Invest in your future. Exceptional presenters, timely topics.

Internal Case to Market IRAs
Build internal support (your boss, board and team). Free resource.

Free Downloads
Conversation Starters, Donor Interview Form, Donor Characteristics Table, Sample Codicil, Solicitation Letters, more.

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.


It’s a weekly Tip! (Subscribe for free)
Insiders insights; each a 52-second read.

Share your success stories in our publications:

  • Giving Tomorrow Magazine
  • Major Gifts Today
  • Our Weekly Tips

Message from Viken Mikaelian - Blog Banner

When things do not go your way, remember that every challenge—every adversity—contains within it the seeds of opportunity and growth,” writes Roy T. Bennett in The Light in the Heart.
To say that the last year-plus has presented challenges for the philanthropy world is the very definition of an understatement.

March 1, 2021 Read more
Discouraging Donors

At the risk of sounding mean, I have to admit I get a good laugh whenever one of my wife’s magazines runs a “celebrity style do’s and don’ts” feature. Have you seen some of the fashion faux pas in these things? I can’t believe people pay for these outfits.

February 27, 2021 Read more
vintage photo three women on steps

For years, these individuals have been in the background dressed up at your galas. They have introduced you and your staff to their peers and professional colleagues and have assisted at the registration tables for your events. They highlight articles in newspapers or trade journals relevant to your sector and share them with your communications and development staff. They may even go out of their way to send you marketing materials from other organizations that solicit their hard-earned dollars.

January 29, 2021 Read more
Calm ocean with stepping stones

Valuable resource: Summary of Robert Sharpe’s white paper The Pandemic & Philanthropy: What Have We Learned and Where Do We Go from Here? Based on input from charitable organizations across the country and professional advisors for nonprofits and philanthropists.

January 27, 2021 Read more