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

Back Office

Planned Giving in a Box

Module II: Back Office Operations


Back Office Operations (Module II of Planned Giving in a Box) features simple, manageable, step-by-step tools and know-how to create an effective and “formal” back office to support your planned giving program. We’ll show you how to determine if your mission is appropriate for long-term support; illustrate how endowments advance your mission; engage your board and senior leadership to ensure their investment in your planned giving program, and much more.


Back Office Operations is perfect for the shop that wants to start a new planned giving program, or for updating an existing planned giving program to raise planned gifts more efficiently and more effectively.

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Everything you need to start and maintain planned giving operations, including instructions and tips to:

  • Evaluate Your Mission
  • Get Your Board on Board
  • Create Your Program’s Infrastructure
  • Count and Value Gifts
  • Create Gift Acceptance Policies
  • And much more!

The Box

Module 1
(Marketing and Outreach)

Module II
(Back Office Operations)

Module III
(Building Donor Relationships)

The Estate Planning Toolkit and Gift Vehicle “Sell Sheets” are now included with The Box

Summary of Module II (PDF) and list of all the forms you need for back office operations.
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

"... great training tool for any shop welcoming a junior planned giving officer to the team! It's training in a box!"

Michael Kateman, Columbia College

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.

  • 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.

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.