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

Planned Giving Pocket Guide

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

All Three Legally Vetted

This 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 your organization and your prospects.

Use the guide to gain more satisfied donors and more gifts.

planned giving pocket guide for beginners
  • Educate Your Team
  • Jumpstart Their Career
  • Inspire Legacy Gifts

This is the overly-simplified version of our Pocket Guide for Fundraisers.

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 experts and non-experts in plain, conversational English. 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 branded with your logo, name and contact information.

Female fundraiser learning and enjoying a planned giving webinar

Education. Inspiration. Growth.

Attend a Webinar