Tools and templates to help you build your Planned Giving program.


Esteemed Member List — Connect with your fellow members of the inaugural Planned Giving Accelerator.

Ask Me Anything chat file: January 27, 2021 — Includes a conversation about development software systems.

Slide Deck: Why Start With Bequests


Slide Deck: Identifying Your Top Prospects

Professor James’s Research — From this month’s podcast, here’s the blog post talking about Professor Raymond James’s research.

Slide Deck: Your Website & Activity Tracking

Sample Planned Giving Web Page Copy

Sample Activity Tracking Template


Slide Deck: Top Prospect Solicitation — From the March 3, 2021 webinar

Sample Top Prospect Solicitation Note

Sample Bequest

Welcome! (Sample Gift Recognition Form)

Slide Deck: Bequests and Top Donor Solicitation


Slide Deck: Identifying Your Tier II ProspectsFrom the April 7, 2021 webinar

Slide Deck: Planning Your Tier II SolicitationsFrom the April 14, 2021 webinar

Sample Tier II Solicitation Letter

Sample Tier II Solicitation Letter 2

Sample Reply Card


Sample Solicitation Letter: Cheryl McCormick

Slide Deck: More Detail on Tier II Solicitations

Slide Deck: Your Board Meeting

Sample Board Briefing



Slide Deck: Activity Tracking, Redux

Slide Deck: Multichannel Marketing

Sample Annual Report Donor Listing

Sample Sidebar

Sample Buckslip

Sample Article


Slide Deck: Your Recognition Society


Probate & Your Role in It

NY-NJ Trail Conference Gala Speaking Points

NY-NJ Trail Conference Appeal Reply Card

NY-NJ Trail Conference Appeal Letter


Slide Deck: Your Planned Giving Conversations

Donor Qualification Letter

Introductory Call Structure


Slide Deck: Beyond Bequests I

Charitable IRA Rollover Piece – Cheryl Fleisher


Slide Deck: Beyond Bequests IV