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Gift Planning Resources

Sample Forms for Nonprofits

Free Downloa

 Do all the good you can,
by all the means you can,
in all the ways you can,
in all the places you can,
at all the times you can,
to all the people you can,
as long as ever you can.



- John Wesley

White Papers

Seven Considerations to Outsource
Your Planned Giving Program

Effective planned giving programs are essential for nonprofit organizations to secure significant financial support from loyal donors. We already know the largest gifts are given from non-cash assets. When well established, current gifts of assets and future estate gifts together will be responsible for 50-60% of your total donation revenue.


Bequest Intention Form

Letter to Custodians for IRA Beneficiaries

Legacy Invite Letter to Board


Estate Planning
Kit Checklist

Donor Story Form

Discover New Donor Horizons

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