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Pazit Levitan

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.

Other Articles

  • Your Voice: “Better Late Than Never”
  • Ask the Expert! (Should charities accept gifts of life insurance?)
  • Initiating the Legacy Conversation
  • Creating Chemistry
  • Keep It Simple; Sell the Sizzle
  • Call to Action
  • And more…

Planned Giving Websites

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.

Websites for Affiliate Partners

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. 

Small Shop? Begin Here.

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.

Legacy Organizer Logo

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.

Pocket Guide

Planned Giving Pocket Guide for Professional Gift Planners

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:

  • Professional gift planners
  • Major Gifts Officers
  • Board Members and Volunteers

Get In Touch!

Please contact me. I have questions or need consultation about your planned giving marketing services.
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We do not sell or share your information.

Schedule a Free Consultation with a Planned Giving Specialist

800-490-7090

We’re friendly people! Fill out the form on the left, email us at succeed@plannedgiving.com, or just pick the phone and call.

Rendering of real estate in gold and wealth
Planned Giving Marketing
Viken Mikaelian

Unlocking the Power of Philanthropy Through Real Estate

When most people think about philanthropy, they envision cash donations or planned giving from stocks. But what about real estate? For donors looking to make a lasting impact, Realty Gift Fund (RGF) is leading the way in transforming real estate assets into significant charitable contributions. Realty Gift Fund (RGF) is a qualified 501(c)(3) nonprofit organization, meaning it is a charitable organization that is eligible to receive tax-deductible donations; its primary focus is facilitating the donation of real estate to other non-profit organizations. We sat down with Jay Grab, one of RGF’s experts, to discuss how the organization simplifies these complex transactions and amplifies donors’ legacies.

Read More »

Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

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