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.

almost perfect

A Little Better Than Perfect  

Everybody makes mistakes. Give yourself a break. And don’t forget to keep your sense of humor. Anyone who is mentally healthy doesn’t expect perfection in themselves or anyone else.

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online estate planning

Why Using An Online Estate Planning Service Can Simplify Your Life 

Creating a last will is important for taking care of your family. Does your will cover everything you need? Creating a Will isn’t just for people with children and it can be as easy to set up as writing down the names of your family and loved ones and what percentage of your assets you want each person to receive.

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