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Outreach and Back Office Downloads

This section is reserved for client downloads. Please report any broken links and new topic suggestions: 800-490-7090 or success@plannedgiving.com.

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All Client Access

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Frequently Asked Questions

Is there a free trial plan?

Not at this time. We may introduce new products that may have a free trial in the future.

Is the content mine when my subscription expires?

This content is copyrighted and can only be used / published while your subscription is active. Please read our copyright notice.

How many people in my organization can have a login?

As many as you wish as long as their email address is from the same organization.

How do I customize the content?

Some of the material is in MS Word and others are in Adobe InDesign. InDesign is a very powerful desktop publishing system. It is best you work with a graphic designer or a local print shop.

Can I share my username and password?

Yes. Only with other people in your organization as each login is unique.

How often do you update the content?

Updates are done on an as-needed basis. Sometimes because of legislation, and often because of keeping language current with the times.

Do you ever add new content?

Yes, usually once or twice a year.

Can I request a topic for new content?

Of course. It will not happen overnight and all content requests are not always honored. Remember, content has to be researched, written up by communications, then vetted by an attorney. Submit your inquiries here.