SERVICES
Online Tools

Planned Giving Websites

Will Planners

Electronic Mail

Smaller Charity

For Churches

Planned Giving Videos

Toolkits and Do-It-Yourself Solutions

Donor Album
Print Marketing & Other

Direct Mail

Brochures

Surveys

Consulting

Donor Interview & Story Composition

Estate Planning Guides

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

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.
CONTACT

What's Included

LegacyPlanner™ and LegacyOrganizer™ are your complete bequest toolkit! They both come with extensive outreach and other benefits. See below.

Frequent Questions

WHAT'S INCLUDED*

Will Planning Platform for Donors
Marketing Outreach (brochures, content, more)
Branded Analytics Dashboard
Advisor Guide Copy
Bequest Brochure
Trusts 101 Brochure
Estate Planning Week Content
National Philanthropy and Make a Will Month
Giving Tuesday Content

ONGOING SUPPORT & EDUCATION

Templates are in Adobe InDesign. Microsoft Word Documents for solicitation letters, thank you letters, intention forms, etc.

Frequent Questions

Compare LegacyPlanner

Educate Donors

Estate Planning Library

Legacy Giving in a Box

Includes

What's Included

WHAT'S INCLUDED*

ONGOING SUPPORT & EDUCATION