Product Overview
Planned Giving In A Box is a comprehensive toolkit that includes an easy-to-follow step-by-step process, a variety of marketing templates and models, risk-eliminating gift acceptance policies and more. Planned Giving in a Box breaks down the process into three easy-to-manage modules: Marketing & Outreach, Back Office Operations, and Building Donor Relationships. Each module is available as a stand-alone product, or purchased at a substantial discount as a bundle.
Planned Giving In A Box is a simple way to launch and maintain a successful planned giving program in as little as one hour a week. PlannedGiving.com offers all three modules plus associated content documents, samples and forms as a comprehensive hardcopy edition, and a secure URL for downloading electronic documents.
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