This Is Your Portal / Entryway

NEW! The Wiki is now free with The Planned Giving Boot Camp.

The core of the site is divided into the three main types of planned gifts, covering several giving vehicles. As you go deeper and deeper, you will discover more resources.

The Simple Gifts

12 Giving Vehicles

Usually easy to give and easy to receive. These are assets already in the possession of the donor and gifting them do not affect cashflow during lifetime.

Gifts That Pay Income

7 Life Income Gifts

These gifting vehicles return a steady stream of income to the donor and other beneficiaries.

Gifts That Protect Assets

3 Asset Protection Gift Plans

These gifts help maintain the benefits of owning an asset while making a gift.

What’s Included with Each Giving Vehicle

  • Summary Elevator Pitch*
  • Gift Diagram
  • Summary of Gift Plan (How it Works)
  • Features (More Detail)
  • Benefits to the Nonprofit
  • Challenges to the Nonprofit
  • Benefits to Donor
  • Typical Donor Profile
  • Related Downloads/Tools/Documents
  • Frequent Questions Donors Ask

For the professional fundraiser, this website delivers fast facts and insightful overviews to help you close more and larger gifts faster.

*Elevator Pitch

An elevator pitch is a conversation starter. It’s a concise, carefully planned, and well-practiced description of your product or service that anyone will be able to understand in the time it takes to ride up in an elevator or less. It is not a monologue, and it is not a sales pitch. Don’t get caught up in using the entire pitch to sell the prospect on the tool or gift structure. Your prospect is “buying” you and your mission, not the gift plan. So don’t blab on about the details of a remainder trust. Tell the prospect about the impact and outcomes created through your work. The language we use for each elevator pitch is informal because it’s a quick summary of the gift’s selling points. Say it in your own words, as if you were talking to your favorite aunt.

Let’s Hear From You!

We always want to improve. Please give us your suggestions.

Sample Downloads Page
Sample Downloads Page