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Attend The Planned Giving Boot Camp and see your career soar.

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Free Downloads

Over 50 free and 278 premium planned giving downloads.

Free Downloads
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Search Firm?

If you serve the Major Gifts and Planned Giving World, get listed and increase your visibility.

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Planned Giving Pocket Guide
Planned Giving Pocket Guide
for Professional Gift Planners

This is the "insider’s guide" to what planned gifts can do for your donors and for your organization.

Planned Giving Pocket Guide
for Major Gifts Officers

Any planned gift is a major gift. Everyone on your team should know planned giving.

Planned Giving Pocket Guide for Board and Philanthropists

Show donors and advisors how planned gifts work. Distribute at events or use as follow-up.

Cartoon of a fundraiser standing in front of a blackboard labeled "Charitable Remainder Unitrusts," reassuring two confused alumni with the caption: "Now, now. No reason to be intimidated by planned giving… unless you were hoping to get it in under an hour.

Host a Planned Giving Seminar?

Think hosting a planned giving seminar will excite donors? Think again. Most people won’t show up because they see it as a fundraising pitch. But when you frame the conversation around estate planning, attendance skyrockets. People care about protecting their family, ensuring their wishes are honored, and avoiding legal headaches—charitable giving follows naturally. Stop pushing planned giving presentations that fall flat. Engage donors the right way. Host an estate planning session instead.

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Every planned gift is a major gift. Get educated today.