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    • Home
    • About
    • Planned Giving
    • Services
    • AZ State Tax Credit
    • Videos & Blogs
    • Speaking
    • Contact Us
    • Customized Content

  • Home
  • About
  • Planned Giving
  • Services
  • AZ State Tax Credit
  • Videos & Blogs
  • Speaking
  • Contact Us
  • Customized Content
Establishing a Successful Gift Planning Program

2025 Program

Planned giving boosts nonprofit sustainability and donor loyalty, helping organizations grow faster than those relying on cash gifts. Through tax-advantaged assets and legacy donations, the Gift Planning Institute helps design strategies that maximize giving and align with donor interests. 

About the program

We offer a 9- or 12-month partnership with The Gift Planning Institute to develop a sustainable Planned Giving Program. This will include establishing key structures, strategies, and donor outreach, with close collaboration to ensure successful implementation. Afterward, we will offer a continuity program to maintain success and empower your team to manage planned giving independently, with continued support for complex donations. 

Our comprehensive plans offer a 12-month program at $2,000/month with up to 15 donor meetings and a 9-month program at $2,400/month with up to 10 meetings. Both plans include all the services listed below.


  • Create, Update, and Enhance Gift Acceptance Policies and Gift Planning Policies and Forms
  • Create a Prospect List from Existing Donors
  • Educate Board and Leadership on Gift Planning
  • Empower and Educate Key Staff Members to have Planned Giving Conversations
  • Provide Planned Giving Best Practices Digital Book with Content on the 11 Best Practices
  • Create a Strategic Plan for Gift Planning
  • Create and support a Legacy Society
  • Provide Marketing and Campaign Content
  • Provide brochure folder with customized content on 12 Planned Giving Strategies.
  • Providing Webpage Content 

We are excited to partner with you to enhancing donor’s capacity to give through tax-advantaged asset gifts and planned legacy gifts. The cost of Planned Giving can be easily covered with one gift. 

Take the first step towards a lasting legacy

Other Services

CONSULTING

TRAINING and content

TRAINING and content

We will help you enhance your gift planning program or even get it off the ground.  We also provide donor meeting services, charitable consulting, and custom content.

Learn more below.

Learn more

TRAINING and content

TRAINING and content

TRAINING and content

We provide training and development for nonprofits and their board of directors. 

We also offer tailored content created to suit the needs of business owners and advisors.

Find your customized content below.

Learn more

Speaking

TRAINING and content

Speaking

Educating people on gift planning is our passion! We speak nationally on prominent topics. Learn more about engagements below.

Learn more

Schedule a Meeting

Zoom Call

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