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Planned Giving Reference Manuals and Tools

In-House Tools

Especially designed for the small to medium-sized shop, these in-house tools make your marketing and gift-closing jobs easier.


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Get Your Board on Board

Get Your Board on Board

A powerful Power Point presentation to convince your board on the importance of planned giving and endowment. Whether you are starting a new program or stregthening an existing one, it's always...

$250.00  Sale Price: $110.00
 
The Ultimate Quick Reference Planned Giving Pocket Guide

The Ultimate Quick Reference Planned Giving Pocket Guide

Due to high demand this product is currently on backorder until mid-September, when we will have the 2011 edition available.

It's the...

Price: $24.95 | Product ID: 11000
 
CGA Mini Toolkit

CGA Mini Toolkit

This Combo Pack helps you achieve maximum results and takes the guesswork out of the process. Why waste time deliberating over which pieces to send and in what order to mail them?

This...

Price: $315.00 | Product ID: 10005
 
Planned Giving Policy Manual

Planned Giving Policy Manual

"A terrific reference for busy development officers and gift entry staff." This is the one and only popular Planned Giving Policy Manual by T. Joseph McKay JD, CPA, CLU. The manual includes...

$445.00  Sale Price: $425.00
 
Gift Cross Reference Charts

Gift Cross Reference Charts

These two tabloid-sized (11x17) sheets cross reference planned gifts with their features vs. their benefits. One is simple and straightforward, the other a bit more technical. A must for every...

$34.00  Sale Price: $12.00
 
Gift Diagrams

Gift Diagrams

Putting together a planned giving brochure? Website? Here are your standard gift illustrations handsomely put together/drawn by a professional artist. At a glance, anyone will understand how a...

$545.00  Sale Price: $385.00
 
Will Kit

Will Kit

This handy collection of documents serves as a powerful and elegant promotional handout kit that makes networking easy. 

Use them as leave behind on donor visits. Give them out...

Price: $199.00 | Product ID: 10006
 

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Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"