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.
Learn the basics of planned giving. Includes a video.
From Bequests to Lead Trusts. All explained for the newbie along with videos. Also includes a typical donor profile for each gift type.
The perfect 21 steps that you can take to launch your program, or enhance an existing one. Perfect for a new shop; helpful for an existing one.
Our popular 10 tips on planned giving marketing. All based on research, our wisdom, and all tested for success.
Use this powerful assessment tool. Its introspective questions will make you think and open up new opportunities. Yes, “you’ll see the light.”
A tool to evaluate your board with plenty of free resources.
An in-depth look at how planned gifts work, along with plenty of frequently asked questions and resources. Divided into three main sections:
- The Simple Gifts (gifts anyone can make)
- Life Income Gifts
- Gifts that Protect Assets
With over 4000 copies sold, this handy booklet will give you and team members a solid general overview on how planned gifts work. Updated yearly. See Pocket Guide for Board Members too.