Products for Planned Giving
The Planned Giving Coach offers two types of products to help you market and raise planned gifts
Planned Giving Kits on CD-ROM
We have prepared several comprehensive kits of
planned giving materials on key subjects. These kits contain templates, forms, sample letters, polcies, procedures, and other materials you may need. The kits also include clear instructions for using them:
- Donor Seminars That Work Kit
- Managing Donated Life Insurance Policies Kit
- Library of Estate Planning Articles
- Planned Giving Tool Kit
Pricing Policy and Use License
All of our products are copyrighted. When you purchase a CD-ROM or download a tool, you receive a license for unlimited use within your organization only. You may not share the item with anyone else or distribute it outside of your organization.
We intent5ionally price our products to be very affordable, so that price will not be a barrier for any non-profit that wants to use these tools. In return, we ask that you respect our right to control the distribution. If you have any questions about the license you are purchasing, please contact us.