Website Levels & Outreach

From entry-level planned giving websites to robust online solutions for sophisticated donors. It’s all here. All branded with your “look and feel” and customized with your gift acceptance policies, age and gift minimums, and more. If you are not happy with your existing institutional brand, we also offer exceptionally beautiful templates and custom design solutions as well. We also offer comprehensive planned giving marketing bundles.

Contact us or call 800-490-7090 to set up a demonstration to see how easy it is to put these powerful gift planning lead generation and marketing tools in place for you.

Robust Online
Planned Giving Presence
100% branded website
Covers all planned gifts
10 Custom pages
65+ standard pages
Planned giving calculators
Donor & advisor calculators
Interactive Plan-a-Gift
Social media integration
Videos, eBrochures (optional)
Rotating weekly content
Advisor website (optional)

Marketing Tools for
In-House Implementation
Over $100,000 of content:
Bequest Toolkit
CGA Toolkit
InDesign templates
Planned giving content library
Financial & advisor content
Branded bequest video
Estate Planning Toolkit

Set-up fees apply to all planned giving websites. Please read details on Beneficiary Designations.
All include extensive analytics, mobile versions, and overly simplified donor-centric gift planning content written by marketing experts and legally vetted by attorneys. Visit this page for bundled solutions.
Always current with new tax laws.