The Ultimate Quick Reference Planned Giving Pocket Guide

We came up with the idea of publishing this booklet around 2007. It was basically a fun project designed to train a few.


Since then, we’ve sold over 4,000 copies and currently publish three versions:


  • Fundraiser’s version
  • For board members, volunteers and philanthropists
  • For beginners and staff.


Whether you’re new to planned giving or not, this is a must have in your desk drawer. For your team too.


Get it here.

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(800) 490-7090

1288 Valley Forge Road

Building 82

Valley Forge, PA 19460