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.
