Planned Giving Marketing Toolkits
12-Month Planned Giving Marketing Plan (Free Download)
The complete, step-by-step, 12-month marketing plan that connects you with your prospects to introduce, position, and promote planned gifts. Specifically designed for smaller and medium-sized charities, it's also ready to jump-start a campaign for a larger organization under deadline. Includes expert advice, detailed campaign calendar, resources and tools, discounts, more.
More Toolkits
Will Kit
This handy collection of documents serves as a powerful and elegant promotional handout kit that makes networking easy.
Use them as leave behind on donor visits. Give them out at Legacy Society luncheons, major donor gatherings or board meetings. Or hand them to financial advisors to pass on to their constituents.
Get Your Board on Board
A powerful Power Point presentation to convince your board on the importance of planned giving and endowment. Whether you are starting a new program or stregthening an existing one, it's always important to motivate your board and get them on board!
CGA Mini Toolkit
Why waste time deliberating over which CGA pieces to send and in what order? Our CGA Mini Toolkit offers maximum results by eliminating the guesswork. Includes six attention-grabbing CGA marketing pieces.
Bequest Toolkit
Most of the planned gifts you close this year will be bequests. Power up your marketing today with this ready-to-go toolkit. Includes all the materials you'll need for a successful bequest campaign, start-to-finish. Plus, it's a stewardship kit, too!
Planned Giving Pocket Guide
Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.
It's the reference "for the rest of us!"
