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Selected Downloads

The Importance of Planned Giving

This is a good video to show to your board. Have the volume up.


Intention Form Samples and Letters (Adobe InDesign may be required)

Legacy Society Postcard (Adobe InDesign required; boilerplate content + 6 covers)

Donor Testimonial Form (Begin with this form to build your donor story library.)

52 Planned Giving Tips: Subscribe (you can unsubscribe at any time)

By Special Request

The Planed Giving Bible: It's the definitive guide to gift planning. It covers the "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your donors.

Best Practices in a
Planned Giving Program

Meredith Sossman, Esq., CFRE with Stuart Sullivan, Consultants at PlannedGiving.Com