Planned Giving Marketing Resources

Free Planned Giving Downloads

Conversation Starters & Social Media

  • 101 Clever Questions That Unlock Planned Gifts

    A reader-favorite on PlannedGiving.com, these 101 strategic questions help fundraisers uncover donor motivations, strengthen relationships, and move planned giving conversations forward.

  • Planned Giving Conversation Starters for Healthcare Organizations

    A practical resource for healthcare fundraisers featuring planned giving conversation starters designed to help engage donors, explore legacy gift opportunities, and support long-term hospital philanthropy.

  • 80 Planned Giving Social Media Posts

    80 ready-to-use Facebook posts designed to gently introduce and reinforce planned giving. Educates donors in plain language while keeping your organization top-of-mind. Enough content to support 6–9 months of consistent, professional planned giving outreach.

  • Year-End Giving Social Media Posts

    Ready-to-use social media posts designed to prompt thoughtful year-end giving conversations—without sounding promotional. These posts help nonprofits stay visible during the most important giving season while gently introducing planned giving concepts donors already understand.

Other Resources

Year-End Giving Strategies (MS Word Download)

Anatomy of a Bequest (royalty-free infographic)

What Is Planned Giving?

What is a Blended Gift?

“Convince Your Board” Tools

Planned Giving Videos

The Importance of Planned Giving

Donor Story Writing Services

Types of Planned Gifts (Videos, Descriptions, Donor Profiles)

Famous Philanthropy Quotes (Wise Sayings)

Nonprofit Facts and Tidbits

Planned Giving Stats, Myths, Facts​

Wills and Estate Planning Facts and Stats​

Planned Giving Marketing Advice – 10 Strategies​