Planned Giving Resources

Looking for advice on Planned Giving?

Here are some resources to help you get started, refine your strategy, or get better results.

Free How-to Guide

Unleash the Game-Changing Power of Planned Giving at Your Nonprofit
Planned Giving Accelerator


Your Decade Plan for Planned Giving
January 2020
If you start your Planned Giving fundraising program this year, you won’t believe how much you can achieve by the end of the decade. Here’s your plan for getting there.

4 Must Haves to Start Your Planned Giving in 2020
January 2020
4 simple essentials for you to get started with Planned Giving fundraising in the new year.

What to Avoid in Your Planned Giving Relationships
September 2019
There’s a risk when you talk to seniors about planned gift fundraising. Learn the risks – and how to avoid them.

My Full Archive of Planned Giving Videos


Set Achievable Goals to Build Momentum for Your Planned Giving Program
Planned Giving Accelerator
April 2022

Amid Crisis, Stay the Course with Planned Giving
Planned Giving Accelerator
April 2022

How a Local Nonprofit Landed $2.2 Million in Bequest Commitments in 2021
Planned Giving Accelerator
December 2022

Ramp Up Your Planned Giving Program in 2021
Nonprofit PRO
February 2021

Getting Started With Planned Gifts
The Chronicle of Philanthropy
September 2020

Getting Started With Planned Giving
LAPA Fundraising
August 2020

Webinars and Podcasts

Don’t Fear the Reaper: Planned Giving Isn’t the Death Conversation

Debunk the 5 Myths of Planned Giving
Planned Giving Accelerator

Start Your Planned Giving in 2021

The NonprofitVoice: Planned Giving 101

Podcast: Three Steps to Master Planned Giving
Setting up your first Planned Giving campaign can be smooth and painless with the right direction.
Nonprofit Hub