Free Resources for Nonprofits

Download free marketing materials, templates, reports, case studies, and more.

We’ll email you a link with access to download all of the resources on this page.

Templates

Making the Planned Giving Ask – Tools & Tips

Free Download →

Planned giving isn’t a one-size-fits-all. Learn how you can communicate with each age demographic effectively.

Age-Specific Email Templates for Planned Giving

Free Download →

Guide to Engaging Stock Donors with Effective Email Templates

Free Download →

Texting Templates: Generate more planned gifts and major gifts via text

Free Download →

Phone Scripts: Starting the convo with your donors

Free Download →

Tax Season Planned Giving

Email Templates: Tax Season For Planned Giving

Free Download →

Bequest Email Templates

Bequest via Will Email Templates

Free Download →

Planned Giving Social Media Templates

National Make a Will Month Social Media Templates

Free Download →

Strategies & Tools

Gain insights on the tools and tips to navigate the legal landscape of planned giving.

Navigating the Legal Landscape of Planned Giving

Demystifying the Vehicles of Planned Giving: Bequests to Annuities

Decoding the Donor Mind: Why Supporters Choose Planned Giving

Stewardship in Planned Giving

Effective Communication Techniques for Planned Giving

Make-A-Will Month Strategy Guide

beneficiary designation

Presentation: The Importance of Investing in Planned Giving

5 Step Guide to Increasing Planned Gifts from Social Media Free Template

5 Step Guide: Increase Planned Gifts from Social Media

Become a planned giving pro

Download free marketing materials, templates, reports, case studies, and more.

Download Free Templates

Want More Marketing Content?

Want access to the full marketing handbook, new monthly content, and our AI marketing tool, ImpactWriter? Get started for just $20/mo.