SERVICES
Online Tools

Planned Giving Websites

Planned Giving Micro Websites

Planned Giving Toolkit

Will Planners

Planned Giving Videos

Toolkits and Do-It-Yourself Solutions

Donor Album
Print Marketing & Other

Direct Mail (Postcards and More)

Brochures

Estate Planning Guides

Surveys

Donor Interview & Story Composition

Online Will Planners
Market. Close. Track.
Our "bequest makers" simplify your life.

Consulting Services
LEGACY GIVING IN A BOX
Legacy Giving in a Box
The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.
Includes

Planned Giving Website

Will Planner

Marketing and Outreach

Back Office Operations

Stewardship

Wills & Estate Planning Statistics
PUBLICATIONS

101 Questions That Unlock Planned Gifts
Clients only.

Pocket Guides
Learn how planned gifts work.

Giving Magazine
For those who drive change — not watch it. Join the top 1%.

Gift Comparison Charts
Compare planned gifts side-by-side.
ABOUT
About PlannedGiving.com

About Us

History

Importance of Planned Giving

Your Team

Meet the CEO
Company Assets

Philanthropy.org

Bequests.com

MajorGifts.com (Courses)

GiftPlanning.org

Planned Giving Boot Camp

What Is Planned Giving

Importance of Planned Giving

Why You Need a Planned Giving Website

Convince Your Board

Planned Giving Glossary

Frequent Questions

Resources

Client List
75 Social Media Facebook Posts
Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.

Company Assets

Give and Take

Visionary Voices
CONTACT

What's Included

LegacyPlanner™ is your complete bequest toolkit! It comes with extensive outreach and other benefits. See below.

WHAT'S INCLUDED*

Will Planning Platform for Donors
Marketing Outreach (brochures, content, more)
Branded Analytics Dashboard
Advisor Guide Copy
Bequest Brochure
Trusts 101 Brochure
Estate Planning Week Content
National Philanthropy and Make a Will Month
Giving Tuesday Content

ONGOING SUPPORT & EDUCATION

Templates are in Adobe InDesign. Microsoft Word Documents for solicitation letters, thank you letters, intention forms, etc.

Legacy Giving in a Box

Includes

What's Included