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.

Illustrating procrastination: clock is a time bomb with two people running away from it

Successfully Manage Procrastination

Getting your tasks accomplished right on time is a good sign that you have full control over yourself and your life. You’ll enjoy the feeling of having more control over your life! You’ll be free from that familiar chaos that follows each time a deadline looms, much more if you finish a task late.

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Executive placing open laptop over her head and hiding from the world

Stop Hurrying and Start Living

If you’re not getting enough things done on your to-do list, you’re not alone. It’s common to feel a little overwhelmed, rushed, and even guilty when you’re unable to get everything done each day. It becomes very challenging to stay focused.

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