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Advisor Planned Giving Websites

financial advisor planned giving websites and marketing tools

More and more advisors are influencing their clients on charitable giving.

But brace yourself. Most of these experts and even attorneys do not understand how planned gifts work. That is, the people counseling your prospects on how to manage their assets do not understand gift planning. [Our research][US Trust on advisors and planned giving]

It’s not a criticism, just a fact. Why? Charitable planning is a small component of the training a commercial advisor receives. Therefore, unless one takes the initiative to seek further education, charitable planned gifts are simply not in their tool bucket.

Well, since financial, estate and charitable planning all go hand-in-hand, it’s time to put planned giving in their tool bucket.

Online Educational Tools for Advisors

  • Planned giving websites written in our signature, easy-to-get language.
  • Legal expertise but advisor-centric. They’ll feel at home here.
  • 100% branded to your institution.
  • Hosted under PlannedGiving.org. The domain we own, advisors know of, and trust.
  • Easy to navigate, with the most critical information at a glance.
  • All gift plans described, with emphasis on The Big Four.
  • Why planned giving is actually good for their business.
  • In-depth FAQs financial advisors and their clients ask.
  • Video: “What is Planned Giving?”
  • Planned giving calculators and personal planning calculators.
  • Customizable pages included, with your name throughout (vs. using “nonprofit”).
  • Seamlessly integrates into your existing planned giving website.
  • Constantly updated; always current.

Building relationships with advisors strengthens your relationships with donors.

In short, everything financial advisors need to help their clients include charitable gifts as part of their estate planning goals.

Begin with teaching advisors the Importance of Planned Giving and providing them a copy of our Gift Comparison Chart.

Only $1,995 per year. Tons of advisor-centric content. No setup fee.

Contact us at (800) 490-7090 to learn more.

2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. 
Over 4,000 satisfied fundraisers have purchased this booklet.


Landing pages for advisors

We now have landing pages (see sample) that advisors can use on their own business website to educate their clients about planned giving and your program. Topics cover:

  • Planned giving general
  • IRA Rollover
  • Gift Annuities

Very simple and to the point. Sample.