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Planned Giving in a Box

Planned/Legacy Giving in a Box Portal

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Module I: Templates and Outreach

Brochures

  • Bequests (how they work)
  • Trusts 101

Mailers (Postcards)

  • Bequests (how they work)
  • Beneficiary Designations

Outreach

  • Download entire Outreach as one file

Content

  • Qualified Charitable Distribution (QCD/IRA Rollover) — all the tools you need
  • Advisor brochure copy
  • Filler articles (over 40) on wills, trusts and estates
  • Gift Plan "Sell/Spec" Sheets with Illustrations (15 sheets, all zipped)
  • Gift Comparison Charts

Module II: Back Office Operations

  • Back Office Operations (download zipped file; mostly MS Word files)

Module III: Stewardship

  • Stewardship (download zipped file; mostly MS Word files)​

Support Materials

  • New content added on a regular basis
Empower your donors to plan their will and invest their legacy in the cause they support the most.

*All templates are in Adobe InDesign and can easily be modified.

What's Included In Planned Giving in a Box ?

Complete product information.