No legalese. All planned giving marketing content written with the donor in mind.


Legally-vetted planned giving content that reflects your gift acceptance policies as well as latest tax laws.


 Future-proof best-of-breed premium planned giving websites and direct mail with styling options.


 Logical navigation and context-sensitive interlinking throughout.
Giving Tomorrow Magazine Cover Features Samuels of Smith College and The Future of Planned Giving

Giving Tomorrow Magazine

The Marketing Side of Planned and Blended Gifts

Cover: Sam Samuels — An Amazingly Successful Year at Smith College
Special Insert: The Future of Planned Giving

Other topics: Marketing Trends, Covid and Planned Giving …

Cover Story | Subscribe (free for clients) | Receive a Sample Issue

smaller nonprofit

Smaller Nonprofit?

Finally. Here is your chance to level the playing field.

Why PlannedGiving?

Think of planned giving as an insurance policy for your nonprofit. It provides a financial cushion for your future sustainability. Read more about the importance and benefits of planned giving.

  • Projects legitimacy
  • Establishes trust
  • Brings in bigger gifts
  • Places you among elite organizations

  • Builds relationships
  • Appeals to a broad spectrum of donors
  • Allows donors to leave a legacy
  • Serves as a marketing tool

Gary Bukowsky Planned Giving Sarah Reed Children's Center (formerly at Gertrude Barber Institute)

I just wanted to say I love the new layout you guys have. Very clean and easy to navigate.

Gary Bukowski
Sarah Reed Children's Center
Jessica Chapman Als Planned Giving

I am so grateful for our relationship. You are an industry leader and am thankful that our mission benefits from your knowledge and expertise.

Jessica Chapman
Director of Planned Giving, ALS National
Ted Reese Planned Giving Harrisburg Symphony

They get results. Cutting edge ideas and donor centric messaging with a dash of humor

Ted Reese
Director of Development, Harrisburg Symphony Orchestra
Sleezer Matthew

I am grateful to have such an experienced group on my side. We can accomplish our work in large part to what they can offer us.

Matt Sleezer
Planned Giving, Rochester Regional Health Foundations
Matrix of Multi-Channel Marketing Solutions

An Integrated Planned Giving Marketing Program

Turnkey. Customizable. Results-Driven.

PG Campaign is your complete, integrated, customized multi-channel marketing solution.

Planned Giving in a Box Logo

For the Small to Medium-Sized Shop

  • Module 1: Market Your Program
  • Module 2: Formalize Your Operation
  • Module 3: Build Donor Relationships

All the Smarts You Need “In a Box”

Developed by two former Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised millions.

Did you know that annual gifts and major gifts go up when you have a solid planned giving program in place? The Box is where you begin. Want grantors, grantees, sub-grantees and your board to take you more seriously? Just follow the step-by-step instructions in The Box. The instructions are so simply laid out that it carries no learning curve. It has all the content and verbiage you need from gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.

Don’t have time to implement it yourself? Work with an approved coach.

Purchase the entire Box or each module separately. More.

[The Box is also helpful to consultants who want to focus on growing their practice. Focus on your clients instead of writing content and reinventing the wheel.]

Free bonus: A copy of The Planned Giving Bible™ plus 3 Pocket Guides (and more … over a $300 value).

The Planed Giving Bible: It's the definitive guide to gift planning. It covers the "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your donors.

Planned Giving Websites

A planned giving website for your prospects and one for financial advisors lays the foundation for a successful marketing plan. It provides 24/7 access to your information to fulfill philanthropic aspirations.

We deliver enterprise planned giving marketing solutions for savvy donors down to simple planned giving websites for the smaller nonprofit.

Websites for Chapters and Nonprofit Partners

This solution is your answer if you are a national organization, foundation, Diocese or Archdiocese with affiliates.


Landing pages with digital outreach and interactive tools (calculators) get attention, build trust and convert casual browsers to active visitors.

All have marketing and legally vetted language that explain how gift plans work.

Print/Direct Mail

Fact: print marketing is far more powerful than e-marketing. So if you are planning on using e-marketing alone, don’t; balance it with print. Access a comprehensive series of gift planning tools, marketing materials and brochures* a-la-carte. Or consider our PG Campaign (a customized marketing solution) with a 12- to 36- month comprehensive marketing plan.

Complete Services Sheet [PDF] *Some available in Spanish

We’re In the Business to Help You Succeed.

Assess Your Planned Giving Readiness
Assess Your Board
Test Your Planned Giving I.Q.
Tak-Tik of the Week
21 Steps to a Successful Planned Giving Program
10 Simple Tips and Strategies to Market Planned Gifts
How Giving Vehicles Work (includes videos and donor profiles for each giving vehicle)
Compare Giving Vehicles (online interactive version)
Compare Giving Vehicles (print version)
For the Very Small Nonprofit: A Planned Giving Microsite

Gift Plan Specification Sheets

These one page “sell” sheets are exactly that … a quick specification sheet that explains the features and benefits of a particular gift plan.
2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is 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. 
Over 4,000 satisfied fundraisers have purchased and used this booklet.

Gift Comparison Charts
Side-by-side comparison of gift plans. Branded to your organization.

Webinars and Primers
Invest in your future. Exceptional presenters, timely topics.

Internal Case to Market IRAs
Build internal support (your boss, board and team). Free resource.

Free Downloads
Conversation Starters, Donor Interview Form, Donor Characteristics Table, Sample Codicil, Solicitation Letters, more.

Idea Center
Sample marketing ideas with visuals.

Learn (for Newbies)
Gift Plan Videos, 21 Steps to Launch a Program, 10 Marketing Tips, and more.

Frequent Questions
How does the IRA Rollover (QCD) work? Should I accept real estate? How often to mail? What motivates a donor to give? What makes her stop giving?

How to Launch a Planned Giving Program
21 Simple steps to success.