Education.

Reference.

Research.

Information you need to grow your nonprofit and advance your career in philanthropy.

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Here’s where you can discover how planned gifts work, find answers to your questions, and network with industry experts!

Why Subscribing Matters

Because with just a click, you’ll have access to invaluable resources that will put your nonprofit on the path to success and sustainability. You’ll also give your career a boost: Studies show that those who have planned giving know-how are paid significantly more than those who do not.

Your time is valuable. We have organized, compiled, and edited all the useful information you need and put it at your fingertips for instant access. Then we added a mountain of proprietary content that we’ve been developing and perfecting over 20 years. All this provides the kind of competitive advantage that fundraisers dream of.

Critical Resource, Affordable Price

We’ve priced the subscription to eliminate any objections! Imagine having instant access to a complete library of planned giving resources: details on how planned gifts work; research; frequently asked questions by donors; forms; templates and more. And it’s always kept up to date.

Over 300 Pages of Fact-Checked Content

Our authors and contributors are industry experts. They have raised hundreds of millions, if not billions, throughout their lifetimes. They know planned gifts, blended gifts, and how to build and sustain relationships.

Calculators

In a bind and need a quick calculation? We have planned giving calculators for life-income gifts, as well as personal calculators for advisors and donors. Retirement planning, budgeting, taxes, cash flow and more.

Documents, Resources and Templates

Gift Acceptance Policies, Campaign Counting Guidelines and hundreds of other documents, forms, templates, tools, solicitation letters, infographics and more. Updates and new information added weekly. It’s simply the planned giving industry’s best source for research, inspiration, education and downloadable tools.