Planned Giving Pocket Guide

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

— All Legally Vetted —
Note: More resources at GiftPlanning.Org
Planned Giving Pocket Guide - Fundraisers Version

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 happy donors and larger 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.

Planned Giving Pocket Guide for Board Members

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.

Have this Guide branded for your organization. Inquire at succeed@plannedgiving.com.

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.

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