General Services

PlannedGiving.com is the industry leader in planned giving marketing. We help nonprofits inspire donors to create lasting legacies—without getting lost in legal jargon, tax code, or clunky software. But we’re more than just a vendor with tools. We start by advising you on what to use, why, and when. Every nonprofit is different, and we guide you before you begin—so your program is built on strategy, not guesswork.

If you’re looking for a partner who understands how to turn donor interest into meaningful action, you’re in the right place.

ONLINE TOOLS

Planned Giving Websites

LegacyPRO Planned Giving Website – for established shops

Mobile-friendly, custom-branded planned giving websites that educate donors, advisors, and board members—driving legacy commitments around the clock.

  • Establishes your nonprofit as a trusted planned giving resource
  • Works 24/7 to inform, inspire, and convert prospects
  • Makes complex gift types easy to understand and act on
  • SEO-optimized to attract high-intent visitors
  • Seamlessly integrates with our LegacyPlanner™ (below)
Micro Planned Giving Website – for smaller or growing programs

Mobile-friendly, semi-branded planned giving websites that educate donors, advisors, and board members—driving legacy commitments around the clock.

  • Establishes your nonprofit as a trusted planned giving resource
  • Works 24/7 to inform, inspire, and convert prospects
  • Covers your basic gift plans
  • SEO-optimized to attract high-intent visitors
  • Seamlessly integrates with our LegacyPlanner™ (below)

Planned Giving Toolkit

A turnkey legacy program for small teams—no in-house expertise required.

  • Includes our Micro Planned Giving Website (above), outreach templates, and legal documents
  • Equips you to launch a credible program fast
  • Ideal for nonprofits just getting started or operating lean

Legacy Giving in a Box

A complete, ready-to-launch planned giving program in three modules:

  1. Outreach – Website, brochures, postcards, and social content
  2. Back Office – Gift acceptance, board involvement, ops playbook
  3. Donor Relationships – Prospecting tools, engagement templates, Legacy Society strategies
  • A fully integrated system that actually works
  • Ideal for resource-limited shops
  • Designed to grow long-term giving
  • A DIY (do-it-yourself) approach

LegacyPlanner™ (Online Will Planner)

An intuitive tool that guides donors through creating a simple, legally valid will—while making it easy to include your organization in their legacy.

  • Eliminates common barriers that prevent planned gifts
  • Educates donors on bequests and other giving options
  • Custom-branded to reinforce trust and familiarity
  • Delivers real-time donor insights to support timely follow-up

Donor Album

An interactive donor recognition platform that turns testimonials into legacy inspiration.

  • Highlights donor stories and impact
  • Deepens emotional connections with prospects
  • Preserves legacies for future generations

PRINT MARKETING & OUTREACH

Direct Mail (Postcards, Brochures, and More)

Tangible, targeted outreach that resonates—especially with donors 55 and older.

  • Highly effective for legacy giving engagement
  • Reinforces digital messages with physical touchpoints
  • Leaves a lasting impression

Planned Giving Brochures

Clear, attractive print pieces that simplify complex gift vehicles like CGAs, bequests, and DAFs.

  • Professionally designed and easy to understand
  • Instills donor confidence
  • Great for meetings, mailings, and seminars

Estate Planning Guides

Subtly introduces legacy giving through valuable estate planning education.

  • Offers helpful, non-promotional content
  • Positions your nonprofit as a trusted advisor
  • Encourages legacy planning in a natural way

Surveys (Donor Interest & Engagement Tools)

Smart tools to identify warm prospects and deepen donor relationships.

  • Reveals intent and giving capacity
  • Helps refine your marketing strategy
  • Fuels stronger, more personalized follow-up

EDUCATION & TRAINING

Planned Giving Boot Camp

Our flagship training for fundraisers who want to master the essentials of planned giving—without getting buried in tax code or legalese.

  • Clear, jargon-free instruction rooted in real-world fundraising
  • Learn exactly what questions to ask to uncover planned giving opportunities
  • Teaches how to identify, engage, and close planned gifts
  • Perfect for major gift officers, development staff, and small shop fundraisers
  • Includes templates, tools, and plug-and-play strategies

Major Gifts Boot Camp

A high-impact course for fundraisers ready to close larger, more transformational gifts.

  • Learn the right questions to ask that lead to meaningful, six- and seven-figure conversations
  • Focuses on donor psychology, storytelling, and relationship-building
  • Proven techniques to secure high-dollar commitments
  • Designed for frontline fundraisers, executives, and board members
  • Complements any planned or annual giving program

CONSULTING & STRATEGY

Planned Giving & Major Gifts Consulting

Expert guidance to build or boost your legacy program.

  • Customized strategies that close more gifts
  • Saves time, money, and avoidable mistakes
  • Ongoing support from people who know the space inside and out

Our Network & Platforms

GiftPlanning.org

A one-stop resource for plug-and-play planned giving assets.

  • Instant access to print-ready brochures, postcards, and letters
  • Perfect for teams that want quality without the creative lift
  • Professional materials that inspire action
  • Cost-effective support for nonprofits of any size

Philanthropy.org

A growing platform for nonprofit professionals, fundraisers, and legacy advocates.

  • Home of Giving Today and Tomorrow magazine
  • A hub for insights, trends, and thought leadership
  • A space for fundraisers to share their voice and grow their impact

Why PlannedGiving.com?

  • We make planned giving simple, not stuffy
  • We focus on donor motivation—not tax codes
  • We offer tools that turn interest into action
  • We help you build relationships that last
Giving Magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

Giving Magazine

For those who drive change — not watch it. Join the top 1%.

Planned Gifts Can Get Complicated. Marketing Them Shouldn’t Be.™

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Tampa, FL 33606

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