
If you’ve landed on this page, that means the last webinar you took is CFRE approved.
Simply download the form below. Do it now before you forget.
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.
Planned Giving is a People Business. And It’s Serious Business.

Selected Links
- Planned Giving is not about money (this is true; read and find out).
- The Famous Pocket Guide.
- A quick, powerful dramatic video to share with your board (Are You the Next Titanic?).
- World class planned giving websites and direct mail. Our stuff rocks.
- Planned Giving In a Box (Brian Sagrestano and Viken Mikaelian spent over 1250 hours on this wonderful toolkit).
- Planned Giving Calculators.
- Check the date for our next annual conference.