ONLINE TOOLS
Planned Giving Websites
- LegacyPRO – for established shops
- Micro Website – for smaller or growing programs
Mobile-friendly, custom-branded planned giving websites that educate donors, advisors, and board members—driving legacy commitments around the clock.
- Establishes your nonprofit as a trusted planned giving resource
- Works 24/7 to inform, inspire, and convert prospects
- Makes complex gift types easy to understand and act on
- SEO-optimized to attract high-intent visitors
- Seamlessly integrates with our LegacyPlanner™ (below)
LegacyPlanner™ (Online Will Planner)
An intuitive tool that guides donors through creating a simple, legally valid will—while making it easy to include your organization in their legacy.
- Eliminates common barriers that prevent planned gifts
- Educates donors on bequests and other giving options
- Custom-branded to reinforce trust and familiarity
- Delivers real-time donor insights to support timely follow-up
Planned Giving Toolkit
A turnkey legacy program for small teams—no in-house expertise required.
- Includes a micro site, outreach templates, and legal documents
- Equips you to launch a credible program fast
- Ideal for nonprofits just getting started or operating lean
Donor Album
An interactive donor recognition platform that turns testimonials into legacy inspiration.
- Highlights donor stories and impact
- Deepens emotional connections with prospects
- Preserves legacies for future generations
PRINT MARKETING & OUTREACH
Direct Mail (Postcards, Brochures, and More)
Tangible, targeted outreach that resonates—especially with donors 55 and older.
- Highly effective for legacy giving engagement
- Reinforces digital messages with physical touchpoints
- Leaves a lasting impression
Planned Giving Brochures
Clear, attractive print pieces that simplify complex gift vehicles like CGAs, bequests, and DAFs.
- Professionally designed and easy to understand
- Instills donor confidence
- Great for meetings, mailings, and seminars
Estate Planning Guides
Subtly introduces legacy giving through valuable estate planning education.
- Offers helpful, non-promotional content
- Positions your nonprofit as a trusted advisor
- Encourages legacy planning in a natural way
Surveys (Donor Interest & Engagement Tools)
Smart tools to identify warm prospects and deepen donor relationships.
- Reveals intent and giving capacity
- Helps refine your marketing strategy
- Fuels stronger, more personalized follow-up
EDUCATION & TRAINING
Planned Giving Boot Camp
Our flagship training for fundraisers who want to master the essentials of planned giving—without getting buried in tax code or legalese.
- Clear, jargon-free instruction rooted in real-world fundraising
- Learn exactly what questions to ask to uncover planned giving opportunities
- Teaches how to identify, engage, and close planned gifts
- Perfect for major gift officers, development staff, and small shop fundraisers
- Includes templates, tools, and plug-and-play strategies
Major Gifts Boot Camp
A high-impact course for fundraisers ready to close larger, more transformational gifts.
- Learn the right questions to ask that lead to meaningful, six- and seven-figure conversations
- Focuses on donor psychology, storytelling, and relationship-building
- Proven techniques to secure high-dollar commitments
- Designed for frontline fundraisers, executives, and board members
- Complements any planned or annual giving program
CONSULTING & STRATEGY
Planned Giving Consulting
Expert guidance to build or boost your legacy program.
- Customized strategies that close more gifts
- Saves time, money, and avoidable mistakes
- Ongoing support from people who know the space inside and out
Legacy Giving in a Box
A complete, ready-to-launch planned giving program in three modules:
- Outreach – Website, brochures, postcards, and social content
- Back Office – Gift acceptance, board involvement, ops playbook
- Donor Relationships – Prospecting tools, engagement templates, Legacy Society strategies
- A fully integrated system that actually works
- Ideal for resource-limited shops
- Designed to grow long-term giving
- A DIY (do-it-yourself) approach
Our Network & Platforms
GiftPlanning.org
A one-stop resource for plug-and-play planned giving assets.
- Instant access to print-ready brochures, postcards, and letters
- Perfect for teams that want quality without the creative lift
- Professional materials that inspire action
- Cost-effective support for nonprofits of any size
Philanthropy.org
A growing platform for nonprofit professionals, fundraisers, and legacy advocates.
- Home of Giving Today and Tomorrow magazine
- A hub for insights, trends, and thought leadership
- A space for fundraisers to share their voice and grow their impact
Why PlannedGiving.com?
- We make planned giving simple, not stuffy
- We focus on donor motivation—not tax codes
- We offer tools that turn interest into action
- We help you build relationships that last
