A complete planned giving program
Website, training, coaching, and donor tools — delivered together so nothing stalls before launch.
Planned Giving Website
Launch a ready-to-use planned giving website designed to convert interest into action. Intuitive donor education, built-in giving tools, and customizable content covering the primary planned giving methods—bequests, stock, insurance, retirement accounts, donor advised funds and more.
- Fully branded to your organization
- Donor education library included
- Built-in calls to action on every page
Live Training Sessions (Monthly)
Monthly live trainings give your team direct access to planned giving experts who break down complex concepts into simple, practical steps. Learn how to promote your program, engage donors, have legacy conversations, and run successful campaigns.
- Live sessions with recordings
- Marketing calendar and guidance
- Open Q&A with planned giving experts
A Step-by-Step Program & Consulting Support
Launch and grow your planned giving program with practical, step-by-step guidance from industry experts. Your team receives training on giving vehicles, donor conversations, endowments, marketing, and strategy—plus ongoing support to build internal expertise and confidence.
- Step-by-step program implementation and education
- Professionally designed donor outreach and marketing materials
- Consulting support for focused guidance, strategy, and coaching
- Ongoing assistance so your team is never navigating the process alone
Also included in every program
Estate Planning Tools
- Free will-builder plus durable medical and financial powers of attorney
- Simple, guided experience for donors to create or update plans
- An easy way for supporters to leave a legacy with your nonprofit
Marketing & Outreach Materials
- Editable, professionally designed marketing content
- Ready-to-use campaigns across email, print, and social
- Calendars and strategies that drive inbound interest year-round
Planned Giving Dashboard
- Centralized view of donor activity
- Track planned gifts, intentions, and tool interactions
- Gift data including age, location, gift size, and contact information
Suite of online giving tools
Simple annual pricing by organization size
One all-in price covering the website, estate planning and giving tools, marketing materials, dashboard, and step-by-step training and consulting.
Annual budget
Under $2.5M
$6,000
per year
Annual budget
$2.5M – $10M
$8,000
per year
Annual budget
Over $10M (under $40M)
$10,000
per year