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 2000 hours have been invested into development of this product.

(Lawyers, estate planners, graphic designers, marketing experts)

What It’s For

  • 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 an organization needs 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 any organization grow. It provides clarity and purpose to strengthen relationships and outcomes.

Who It’s For

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.)

Take this short “exam” to see how ready you are for planned giving.

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.

What’s In the Box

[New. The Box now includes our Estate Planning Toolkit and Gift Plan “Sell” Sheets.]

We have broken The Box down into three, easy-to-implement modules:

How to Purchase

All modules can be purchased together or separately.

Module 1
Marketing and Outreach
Front-End Tools to Get the Gifts In
Module II
Back Office Operations
Getting Your House in Order
Module III
Building Donor Relationships
Identify and Converse

Here’s a useful list (PDF) of all the forms, tools and marketing outreach you will need to formalize your planned giving program.
New! Work with a coach to implement The Box. Discover how.

Not “ready” for The Box? Get in the game with zero effort, relatively at no cost.

Copying is theft. Important copyright notice.

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