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

Articles

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

Let’s Build a Planned Giving Program for Your Small- or Mid-Size Nonprofit
Keela
August 2020

It’s Not the Time to Ignore Planned Giving Donors
NonprofitPRO
April 2020

Kick Off Planned Giving in 2020
NonProfitPRO
February 2020

Beyond Bequests: Common Planned Gifts That Don’t Require In-House Expertise
NonProfitPRO
December 2019

Videos


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.

See My Full Archive of Planned Giving Videos


Webinars and Podcasts

Planned Giving: 5-Minute Marketing with Tony Martignetti
Source: Nonprofit Hub

The NonprofitVoice: Planned Giving 101

Webinar: Planned Giving Demystified
How small- and mid-sized charities can create a Planned Giving program.
Source: Donorsearch

Podcast: Planned Giving 101
I discuss Planned Giving basics.
Source: Pure Charity

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