Free Client Downloads

Estate Planning Awareness/Make-A-Will Month
Thanksgiving and Giving Tuesday
Year End Giving
Bonus: IRA / QCD (Qualified Charitable Distribution)
Email Templates
Brochures

All templates are in Adobe InDesign and can be easily modified. We suggest working with a graphic designer.
Most content can can also be modified for different subject matter.

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

Usage and Copyright Notice Usage rights apply to a single nonprofit and terminate once you cancel your subscription. You agree not to transfer or use this content at another organization.

Over 15 Planned Giving Videos for your Website

(This is not part of the above package.)

Male or Female Voiceover available.

Frequently Asked Questions on Beneficiary Designations

What is a Beneficiary Designation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Does the price go up as my team gets larger?

Can I cancel my subscription at any time?

Am I qualified as a nonprofit to accept beneficiary designations?

Does the price go up as my team gets larger?

Can I cancel my subscription at any time?