Planned Giving Toolkits

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12 Ways of Gifting
Back Office Tools Original price was: $1,495.00.Current price is: $295.00.
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Back Office Operations
Back Office Tools $1,995.00
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Bequest Toolkit
Back Office Tools $295.00
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Building Donor Relationships
Back Office Tools $1,995.00
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Charitable Bequest Planner
Back Office Tools $195.00
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Endowment Toolkit
Back Office Tools $495.00
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Estate Plan Update Reminder Kit
Toolkits $495.00
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Get Your Board on Board
Toolkits $95.00
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Gift Acceptance Policy Template
Back Office Tools $119.00
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Gift Counting Policies (sample)
Back Office Tools $99.00
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Gift Plan Diagrams
Back Office Tools $595.00
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Gift Plan Quick Sheets (Entire Set)
Back Office Tools $895.00
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Intention Forms and Sample “Thank You”
Back Office Tools $0.00
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IRA Rollover Toolkit
Back Office Tools Original price was: $497.00.Current price is: $395.00.
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Legacy Planner Lite
Back Office Tools $2,495.00 / year
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Legacy Planner Plus
Back Office Tools $3,995.00 / year
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Legacy Planner Pro
Back Office Tools $9,995.00 / year
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Planned Giving Buck Slip For Your Church
Bequests (MS Word) $0.00
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Planned Giving Vehicles Gift Comparison Chart (10 Copies)
Pocket Guides Original price was: $29.95.Current price is: $19.95.
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Quick Sheet: Appreciated Stock and Assets
Back Office Tools $95.00
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Quick Sheet: Bargain Sale
Back Office Tools $95.00
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Quick Sheet: Business Interests
Back Office Tools $95.00
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Quick Sheet: Charitable Gift Annuity
Back Office Tools $95.00
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Quick Sheet: Deferred Gift Annuities
Back Office Tools $95.00
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Quick Sheet: Flexible Gift Annuities
Back Office Tools $95.00
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Quick Sheet: Lead Trusts
Back Office Tools $95.00
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Quick Sheet: Life Insurance
Back Office Tools $95.00
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Quick Sheet: Mineral Rights
Back Office Tools $95.00
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Quick Sheet: Real Estate
Back Office Tools $95.00
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Quick Sheet: Remainder Annuity Trusts
Back Office Tools $95.00
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Quick Sheet: Retained Life Estates
Back Office Tools $95.00
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Quick Sheet: Retirement Plan
Back Office Tools $95.00
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Quick Sheet: Unitrusts
Back Office Tools $95.00
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Quick Sheet: Wills and Bequests
Back Office Tools $95.00
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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Empower your donors to plan their will and invest their legacy in the cause they support the most.

Planned Giving Toolkits

12 Ways of Gifting

Back Office Operations

Bequest Toolkit

Building Donor Relationships

Charitable Bequest Planner

Endowment Toolkit

Estate Plan Update Reminder Kit

Get Your Board on Board

Gift Acceptance Policy Template

Gift Counting Policies (sample)

Gift Plan Diagrams

Gift Plan Quick Sheets (Entire Set)

Intention Forms and Sample “Thank You”

IRA Rollover Toolkit

Legacy Planner Lite

Legacy Planner Plus

Legacy Planner Pro

Planned Giving Buck Slip For Your Church

Planned Giving Vehicles Gift Comparison Chart (10 Copies)

Quick Sheet: Appreciated Stock and Assets

Quick Sheet: Bargain Sale

Quick Sheet: Business Interests

Quick Sheet: Charitable Gift Annuity

Quick Sheet: Deferred Gift Annuities

Quick Sheet: Flexible Gift Annuities

Quick Sheet: Lead Trusts

Quick Sheet: Life Insurance

Quick Sheet: Mineral Rights

Quick Sheet: Real Estate

Quick Sheet: Remainder Annuity Trusts

Quick Sheet: Retained Life Estates

Quick Sheet: Retirement Plan

Quick Sheet: Unitrusts

Quick Sheet: Wills and Bequests

Planned Giving Websites

Making Estate Planning Accessible, Simple, Personal, Secure and FREE!