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

Looking for Planned Giving in a Box?

The Box is Under Major Construction

View Sample Contents. The Box now includes a planned giving website!

The Box will soon be the only “step-by-step guide for dummies” for those who want to establish a formal planned giving program. For an “entrepreneurial” solution to just market planned gifts, our product below will suit you better:

The Beneficiary Designations Toolkit

It’s like The Box but more focused on marketing. It even comes with a planned giving website.

The Box was originally developed by Brian Sagrestano, JD, CFRE, and Viken Mikaelian. Current contributors and authors include Meredith Sossman, Esq., Camilyn Leone, Esq., Patrick O’Donnell, and Viken Mikaelian.

Pocket Guide
for Professional Fundraisers

More than 4000 sold. The insiders’ guide to what planned gifts can do for your donors and for your organization.

Slip this handy booklet into your pocket before your next round of prospect calls. It’s not another ways-of-giving brochure — it’s a “why’s of giving” that helps you better understand the upside and downside of different giving options for both you and your prospects. Use the guide to gain more satisfied donors and better financial results for your non-profit.

Pocket Guide
for Beginnners and Staff
  • Educate Your Team
  • Jumpstart Your Career
  • Inspire Bigger Gifts

This is the overly-simplified version of our Pocket Guide for Beginners and Staff. Want your program to grow? Begin with this booklet. It is for all the “newbies” in your staff … including administrative assistants.

Pocket Guide
for Board Members and Philanthropists

Looking for something to inform your board members, volunteers, and philanthropists about planned gifts in clear, non-technical language? Here it is: our new Pocket Guide for Board Members, Volunteers, and Philanthropists.

We developed it specially to communicate what’s important about planned giving to non-experts in plain, conversational English. No mumbo-jumbo. No technicalities. No legalese. It’s the most user-friendly planned giving booklet you will find anywhere, and it’s a great conversation-starter

What’s more, you can have this edition of our Pocket Guide completely customized for your organization with your logo and organization name on each page, plus your contact information.