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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 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; 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.

How Ready Are You For Planned Giving?

Use this powerful assessment tool. Its introspective questions will make you think and open up new opportunities. Yes, “you’ll see the light.”

Is Your Board Ready for Planned Giving?

A tool to evaluate your board with plenty of free resources.

The Planned Giving Bible

An in-depth look at how planned gifts work, along with plenty of frequently asked questions and resources. Divided into three main sections:

  1. The Simple Gifts (gifts anyone can make)
  2. Life Income Gifts
  3. Gifts that Protect Assets

Updated yearly.

The Planned Giving Pocket Guide

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.

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