A board-ready policy governing how your organization accepts bequests, IRA gifts, and donor-advised funds.

A ready-to-adopt resolution formally approving your planned giving program.

A simple form donors use to document a planned gift, even before it's finalized in their estate plan.

Attorney-approved language donors can hand directly to their estate planner.

Plain-language answers to the questions donors ask most about planned gifts.

Ready-to-publish web copy introducing your planned giving program to donors.

A templated email announcing your new planned giving program to your donor base.

A step-by-step launch checklist to keep your team on track from policy to promotion.

Materials that guide interested donors through confirming and documenting their gift.