1288 Valley Forge Rd. Building 82
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Planned Giving Pocket Guide

Three Versions:

For Professional Fundraisers. Beginners and Staff. Board and Volunteers.

More than 4000 sold. The is 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
  • Inspire Meaningful 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, volunteers, and philanthropists about planned gifts in clear, non-technical language?

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

You can have this Guide customized with your logo, name and contact information.