Content Advice

You might be wondering what sort of content you can purchase on this planned giving website. At first glance, it might seem to be a little confusing to both the novice and the professional.

Basically, we have everything you need for planned giving right here. You can imbed videos on your website yourself, find PowerPoint files to learn planned giving, obtain articles for your newsletters and access heavy-duty planned giving content.

We have content all the way from Generation-Skipping Tax to Bequests. From Gift Annuities to Flexible Gift Annuities. From Lead Trusts to Annuity Trusts to Unitrusts.

Your main focus here though, should be on Beneficiary Designations: Estate Plans, Retirement Plans, Life Insurance, Bequests. Stuff people can leave in their estates to your nonprofit. These make up 90%-95% of all planned gifts.

Be Strong

Strong content is key to your planned giving website and marketing. Go to Menu, then click on the links and downloads to get all the content and information you need. If you don’t find exactly what you need there, just contact us and we can help you locate it on our website or we can simply write it for you.

Before you begin, make sure you read through “The Ultimate Quick Reference Planned Giving Pocket Guide”. You can purchase a copy here. We have sold over 4000 of these pocket guides and it’s a must-have planned giving tool you keep in your drawer. A handy cheat sheet for every member of your staff.