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New to Planned Giving?

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If you’re new to planned giving, you’re lucky you found this page.

And if you’re a seasoned professional, you will find plenty of take-aways and practical tips.

Everyone on your team should know something about planned giving. Share this page.

What Planned Giving is About

Learn the very basics of planned giving. Includes a video.

How the Gift Vehicles Work

From Bequests to Lead Trusts. All explained for the newbie along with videos. Also includes a typical donor profile for each gift type.

How to Launch a Planned Giving Program

The perfect 21 steps that you can take to launch your program, or enhance an existing one.

Perfect for a new shop; very helpful for an existing one.

How to Market Planned Gifts

Our popular 10 tips on planned giving marketing. All based on research, our wisdom, and all tested for success.

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