We have developed these tools to help you raise more planned gifts.  Each provides you with practical guidance and field-tested strategies for successful planned gift development.

This kit is provides you with everything you need to safely accept and manage donated life insurance policies. It includes a Policy & Procedures Manual, gift acceptance guidelines, an annual policy review system, and templates for forms and letters. 
CLICK HERE for more information.

This training kit includes a comprehensive manual and a CD-ROM that provides with everything you need to know about planning, promoting and managing donor seminars.  CLICK HERE for more information.

The PG-COACH has written a collection of brief articles in plain English on a variety of basic estate planning topics for donors and clients. These articles are designed to educate your donors and motivate them to take action on their financial and estate planning needs.  Please CLICK HERE for more information.

Our Fund Raising Managment  CD-ROM is loaded with tools for managing your entire fund raising program, not just planned giving.  It includes self-evaluation checklists, spreadsheets for managing and analyzing fund raising activities, a sample gift acceptance policy and much more. Please CLICK HERE for more information.