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Free Planned Giving Tools and Downloads

Collection of invaluable, free-to-use resources right at your fingertips! Put these free planned giving tools to work today to jump-start (or even launch) your nonprofit’s planned giving program. Among the free planned giving tools on this page are estate planning documents, a donor story form, an IRA solicitation letter, a donor profile table, a gift comparison chart, a sample codicil, donor prospect conversation starters, and more. Each asset is simple to use: Just click on the corresponding link to download, fill in the blanks with your nonprofit’s information, personalize, and send!

Planned Giving Wiki

With just a click you’ll have access to planned giving resources that will put you on the path to success. We’ve organized, compiled, and edited content you need and put it at your fingertips. Then we added resources that we’ve been developing over 20 years. All this provides the competitive advantage fundraisers dream of.

Studies show that those with planned giving know-how earn significantly more in their career than those who do not. Begin today.

Wills, Trusts, Estates filler articles.

Intended use: filler for newsletters, brochures, e-zines and other forms of communications.

Pay once, and use these 25, royalty-free educational marketing documents as often as you wish.

This selection of articles and editorials cover topics such as writing a will, a living will, creating a last will and testament, creating a trust, the importance of creating an estate plan, and more. 

Save countless hours drafting, writing and editing with these highly-polished, legally vetted documents. 

Use to educate donors, gain credibility, and gently remind them to remember your organization in their estate plans.