Primers & Webinars

Planned Giving Boot Camp
for Major Gifts Officers

Planned Giving Marketing Solutions

Free Tools and Downloads

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Find Direction

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.

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Vendor?

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

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.

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Me, Money, Nonprofits

Making money by selling products isn’t some elusive art or rocket science. It’s accessible to anyone willing to learn and put in the effort — something our education system doesn’t emphasize enough.

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Signature "thank you" on a note card.

4 Qualities of a Strategic Major Donor Thank-You Letter 

A major donor thank-you letter is a monumental part of the stewardship process and keeps people connected to your mission. Don’t leave writing a major donor thank-you letter to the last moment. You can prepare ahead of time by drafting a sample document and then customizing it as is necessary.

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