Primers & Webinars

Planned Giving Boot Camp
for Major Gifts Officers

Planned Giving Marketing Solutions

Free Tools and Downloads

Find Direction

Attend The Planned Giving Boot Camp and see your career soar.

Free Downloads

Over 50 free and 278 premium planned giving downloads.

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.

Silhouette of two hands negotiating

The Link Between Negotiation, Sales, and Fundraising

Your days are full of negotiations, one after another. Some are small, like persuading your kid to eat a little breakfast before school. Some are bigger, like getting your team on board with the idea you want to pitch to your boss. And some are bigger, like buying a house or asking for a promotion. Life is all about negotiation — and negotiation is happening all the time.

Read More »
"Forget about It" word callout

There’s a Crisis Brewing

Forget what you’ve heard about planned giving. Just do the math. Baby Boomers, who are among the wealthiest and most charitable Americans, are dying at a rate of about 6,000 a day.

Read More »

Stay informed with timely news. You can unsubscribe at any time.

Please select:
You’ll need 88% to pass!
Every planned gift is a major gift. Get educated today.