1288 Valley Forge Rd. Building 82
(800) 490-7090

Planned Giving in a Box

"This tool will transform your career in gift planning. Period."

Scott Janney, PhD, CFRE

Over 1,150 hours of work have gone into this product.


  • Beginning a new planned giving program.
  • Strengthening an existing program.
  • Putting the “house in order.”

It is an indispensable tool for any shop that does not administer life income and complex gifts.

Planned Giving in a Box® contains everything you need to implement a basic planned giving program: Tips and tricks; step-by-step instructions; professional advice; customizable forms; marketing materials; artwork templates, thank you letters and much more.

The Box is a turnkey product that’s designed to help you grow and prosper. And it helps you keep the big picture in mind.


Planned Giving in a Box® is perfect for the shop trying to raise planned gifts on a tight budget. You can’t afford to pay thousands of dollars to write, edit, and plan from scratch — so we’ve done it all for you… including artwork templates in Adobe InDesign.

As you implement The Box, not only will it be good for the organization you are helping, but it will be an education in itself! (So this means it will help your career, too.)

All the smarts you need “in a box”: Developed by two former Ivy Leaguers, a UVA Law Professor of Philanthropy, and a fundraiser who has raised millions.


We have broken the process down into three, easy-to-implement modules. Click on each for more information:

  • All Three Modules, $3,995

Purchased separately:

Module 1
Marketing and Outreach

Module II
Back Office Operations

Module III
Building Donor Relationships

Here’s a useful list (PDF) of all the forms, tools and marketing outreach you will need to formalize your planned giving program.
Discover how Planned Giving in a Box® makes it simple.

Why do many planned giving programs fail to produce results?
Because the organization jumps directly to the most complex gift vehicles and strategies without putting their own house in order first. It is a crucial and easily-overlooked step that helps ensure the long-term success of your planned giving program. This toolkit will help you do just that.
Developed by Viken Mikaelian, CEO/PlannedGiving.Com, Brian Sagrestano, JD, CFRE, Meredith Sossman, Esq, CFRE, Camilyn Leone, JD, CFRE