Samples

Click here to view samples of our work.

LEARNING TOOLS

Assess Your Planned Giving Readiness

Assess Your Board

Tak-Tik of the Week

21 Steps to a Successful Planned Giving Program

10 Simple Tips and Strategies to Market Planned Gifts

How Giving Vehicles Work (includes videos and donor profiles for each giving vehicle)

Compare Giving Vehicles (online interactive version)

Compare Giving Vehicles (print version)

For the Very Small Nonprofit: A Planned Giving Microsite