Our planned giving toolkits are designed to minimize your workload and maximize your results. They practically do all the work for you! They are guaranteed to be powerful, highly effective, simple to use and they can do it all under budget. Promise.

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  1. Estate Planning Guide

    Estate Planning Guide

    Take the fear out of estate planning by educating your prospects how to write a will, plan a bequest, and make other long-term arrangements in a way that aligns with their values and meets their personal goals (11 pages).

    Beautifully designed, extremely attractive, and easily customizable by your graphic designer, marketing department, or print shop.


    Get the Will Starter Workbook COMPLETELY FREE when you purchase the Estate Planning Guide. Your prospects will love this simple, step-by-step workbook that helps them get organized and make decisions before they even meet with their attorney (15 pages).

    Why you need it:

    More than 60% of Americans do not have a valid will in place. When you show them the value of estate planning, they’ll be encouraged to include a charitable gift right from the start. This guide makes the entire process easy on you and your prospects.

    • Choose from over 5 attractive cover designs
    • Simple, practical, affordable
    • So many uses! Use it as a leave-behind on donor visits. Give it out at Legacy Society events, reunions, or board meetings. Hand it to financial advisors to pass on to their constituents.

    This product is also available at where we customize it for you for only $500 additional. Saves you time.

    How it’s structured:

    • What this guide will (and won’t) do for you.
    • Start here.
    • What makes a good estate plan?
    • It’s not just about your stuff.
    • Glossary: your estate planning cheat sheet

    Software Needed:

    • Adobe InDesign
    Learn More
  2. 2019 Ultimate Quick Reference Planned Giving Pocket Guide

    2019 Ultimate Quick Reference Planned Giving Pocket Guide

    Please visit this page to purchase the latest issue.

    Includes Gift Comparison Chart.

    Our most popular product. More than 4000 sold. The insiders' guide to what planned gifts can do for your donors and for your organization.

    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. Use the guide to gain more satisfied donors and better financial results for your non-profit.

    Contact us for information on quantity discounts. As low as $17.95 per copy.

    Save $11 on shipping for orders of 10 or more. 

    [NOTE: please see related editions of two other Pocket Guides on the right.]

    [Purchase one of each of all three Pocket Guides as a bundle.]

    [Sample Pages]

    [Gift Comparison Chart]

    Learn More
  3. Campaign Counting Guidelines

    Campaign Counting Guidelines

    So, your Board has finally voted to authorize a campaign for your organization. But, you have not had a campaign in a long time or perhaps this is the first "real" campaign for your charity.

    Now what?!

    A few issues that can routinely become a thorny problem in campaigns if it is not settled very early in the planning process is:

    • What gifts will be counted in the campaign?
    • And, under what circumstances?

    There have been many times when the credibility of both the campaign and the development operation as a whole has been destroyed because of a lack of clarity in terms of gift counting.

    Our comprehensive campaign gift counting guidelines can solve this problem for you. These customizable guidelines completely conform to national standards and have been used by the most advanced development programs. And, our experts are here to guide you through the process of adapting these guidelines to your organization.

    We can also advise you on how to move the guideline through a process of being approved by internal stakeholders and your Board.

    Call us at 800-490-7090 for more information.

    Services spearheaded by Stuart Sullivan and includes a 2-hour personal consultation.
    Learn More
  4. Gift Acceptance Policies

    Gift Acceptance Policies

    Your organization is approached by a potential donor who is offering to make a very large gift but it is not cash or even appreciated stock.

    It is an asset unlike anything your organization has received before. Your President or CEO turns to you as the development director and asks, "what should we do?"

    You need to reach your goals for the year and this gift would make this a record fundraising year.

    So, what should you do?

    Gifts such as that described above have the capacity to transform an organization or cause an early end to the tenure of the development director. The decision to accept or reject a gift such as this should never be at the discretion of the development director but should be guided by a comprehensive set of policies to determine what your organization will accept as gifts and under what circumstances.

    You could try to write such policies yourself or even pay an expensive outside attorney to do so from scratch for you. We are offering a sound alternative: comprehensive gift acceptance policies that have been reviewed and approved by legal counsel, are based on nationally recognized guidelines, and are based on those being used by the most advanced development operations in the country. Remember, gift acceptance policies must be customized to the particular nonprofit. These documents are just the conversation starter. Legal counsel must advise on gift acceptance policies and gift agreements under the laws of each state. So after you put these together, run it by your attorney.

    Our experts are here to guide you through the process of adapting these guidelines to your organization as well. We can also advise you on how to move the guideline through a process of being approved by internal stakeholders and your Board.

    Call us at 800-490-7090 for more information.

    Services spearheaded by Stuart Sullivan and includes a 2-hour personal consultation.

    Learn More
  5. 2019 Planned Giving Pocket Guide for Beginners and Staff

    2019 Planned Giving Pocket Guide for Beginners and Staff

    Please visit this page to purchase the latest issue.

    • Educate Your Team

    • Jumpstart Your Career

    • Inspire Bigger Gifts


    This is the overly-simplified version of our Pocket Guide for beginners and staff. Want your program to grow? Begin with this booklet. It is for all the "newbies" in your staff ... including administrative assistants.

    Purchase all three Pocket Guides as a bundle.

    Learn More
  6. Planned Giving Primer

    Planned Giving Primer

    Non-technical. Affordable. Critical.

    You know that planned gifts are the ticket to your organization’s long-term sustainability and success. Problem is…

    • You don’t have time. âś”
    • You don’t have it in the budget. âś”
    • You don’t have the staff. âś”

    The Planned Giving Primer will help you jumpstart your planned giving program, regardless of your organization’s size and resources. As an added benefit, it will help you jumpstart your career as well. The Primer was designed with you in mind.

    Optional 30 minute session can be specially scheduled for your CFO, CEO, or Board President.

    Download Flier

    Special note: travel expenses apply beyond a 90 mile radius of Valley Forge, Pennsylvania.

    Learn More
  7. IRA Rollover Toolkit

    IRA Rollover Toolkit

    With this new toolkit, promoting an IRA Charitable Rollover gift is now easier then ever. Everything is included to make educating your prospects and implementing the process to be both simples and painless. We did all of the work so all you have to do is present and look good.

    Included in the IRA Charitable Rollover Toolkit:

    • Promotional copy for multiple direct mail letter for both early in the year and late in the fall
    • Follow-up postcards and email text
    • Letter of instruction your donors can send to their IRA plan providers
    • Sample gift acknowledgement letter / Thank You

    You'll have the information you and your prospects need and, as always, the material are easy to edit and customize.

    For a much more robust and highly targeted solution, click here.

    Learn More
  8. CGA Toolkit

    CGA Toolkit

    This kit contains everything you need to promote Charitable Gift Annuities for a year.

    Why you need it:

    You can’t afford not to own this. If you get just one average size CGA (and you will), the kit will have paid for itself 100 times over. Donors love CGAs! And why wouldn’t they? Especially in an uncertain economy with abysmal payout rates. Your job is to tell them the good news—and this toolkit makes your job easy.

    • Compelling language and gorgeous designs.
    • Ready to go as-is or replace our stock photos with your own for an extra touch of customization.
    • Includes language for DGAs that can be deleted if you choose.

    How to use it:

    Download the kit, drop your info into the templates, and follow the marketing calendar for when to mail each piece. With minimal effort, you can get more for your money and use the content multiple ways. For example, take the copy from a postcard and turn it into a display ad or an e-blast. Tweak the newsletter article and make it into a letter. Run the display ad multiple times in various publications.

    What’s included:

    • 6 marketing pieces that explain CGAs in compelling, easy to “get” language
    • All the copy in one Microsoft Word document
    • Professionally designed templates (including copy and stock photos you can use) in an Adobe InDesign file

    Software needed:

    • Microsoft Word
    • Adobe InDesign
    Learn More
  9. 2019 Planned Giving Pocket Guide for Board Members, Volunteers, and Philanthropists

    2019 Planned Giving Pocket Guide for Board Members, Volunteers, and Philanthropists

    Please visit this page to purchase the latest issue.

    New! Now customizable for your organization.

    Looking for something to inform your board members, volunteers, and philanthropists about planned gifts in clear, non-technical language? Here it is: our new Pocket Guide for Board Members, Volunteers, and Philanthropists.

    We developed it specially to communicate what’s important about planned giving to non-experts in plain, conversational English. No mumbo-jumbo. No technicalities. No legalese. It's the most user-friendly planned giving booklet you will find anywhere, and it’s a great conversation-starter

    What’s more, you can have this edition of our Pocket Guide completely customized for your organization with your logo and organization name on each page, plus your contact information. (25-copy minimum order for the customized edition; we suggest 100 copies for optimum price point; contact us for pricing.)

    Alternatively, our standard “non-customized” version of our Pocket Guide for Board Members, Volunteers, and Philanthropists still features user-friendly language and only costs $19.95 each.

    12-copy minimum order; 16-25 copies, $17.95 each; 25+ copies, $14.95 each.

    Free shipping for orders over 50 copies.

    Purchase all three Pocket Guides as a bundle.


    Learn More
  10. Planned Giving Reference Chart

    Planned Giving Reference Chart

    A quick illustrative reference chart that outlines the benefits of each gift plan to donor and nonprofit.

    Sold in packets of 10.

    • Size: 8.5 x 11 (folded). Flat size, 11 x 17.
    • Perfect for reference; staple it on your bulletin board.
    • Handy cheat sheet for staff.
    • Can be used during donor visits or board meetings.
    • Sold in packets of 10.

    View Product Specification Sheet

    Learn More
  11. Get Your Board on Board

    Get Your Board on Board

    This slideshow covers "15 Myths Most Nonprofits Fall For." Myths like "planned gifts take too long, and we need the cash now" choke off planned giving budgets and stunt organizational growth. This presentation shoots down the myths one by one with facts that will convince even the crustiest board member to give planned giving a chance.

    Why you need it:

    You "get it." You know planned giving is the key the future success of your nonprofit and its mission. (And your career.) If your board members don't get it, after this presentation—they will. Blow their minds, change their hearts, and increase your the budget they give you for planned giving next year.

    • If your board doesn't "get it," it's your job to convince them. This presentation makes your job easy.
    • Ready to go. Just download it to your computer and project it.
    • Breeze through it in 15 minutes or go deeper and make it last an hour.

    How to use it:

    Call a special meeting or grab a slot in an existing meeting. Show this presentation and win over the holdouts your board.

    How it's structured:

    • 38 slides total
    • Slide with a myth followed by a slide with the reality
    • Example:
      • Myth: Planned gifts take too long, and we need the cash now.
      • Reality: The average time from inception to maturity for a planned gift is 7-10 years. (That's only a few years longer than most campaign pledge periods.)

    Software needed:

    • Microsoft PowerPoint
    Learn More
  12. Bequest Toolkit

    Bequest Toolkit

    Most of the planned gifts you close this year will be bequests. So why not power-up your marketing of the gift your donors like best? Get started today, with this ready-to-go Bequest Toolkit. It delivers all the materials and know-how you'll need for a successful bequest campaign. It features:

    • A marketing toolkit to help you promote and close more bequests.
      Includes eleven essential ads, articles, letters, postcards and forms you can start using right away.
    • A stewardship toolkit to help you acknowledge and steward those new bequest donors. 
      Includes twenty indispensable letters, forms, documents and other aids.

    Why waste months planning, writing and editing all these documents yourself? Make your life and your job easier. Save yourself time, money, and back-office hassle.

    You need to be talking to your donors about bequests, acknowledging the gifts they've given, and cultivating more repeat gifts right now. With this toolkit you can do it. It's two toolkits in one.

    There's too much included in the Bequest Toolkit to describe fully on this page. For full details, download this brochure.

    For a more comprehensive campaign, use this product with our Beneficiary Designations Toolkit.

    Learn More

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