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Could you give me some help planning my planned giving?

Illustration of an older man and younger woman looking at a planned giving brochure

Dear Tuppence,

A rival nonprofit up the street is always bragging about how much they receive through planned giving. It really makes me mad. I’d like to offer a flyer on planned giving so my donors know what it is. But getting planned giving flyers online appears to cost a fortune, and designing my own, well, I am not a designer. Any ideas?


Ideas? Arnold, I just downed five more Startreats™, and I have more ideas than you can possibly IMAGINE. But to focus on your question, it so happens that I DO know where you can get a flyer on online giving.

And it won’t cost you a penny.

And you can get them inexpensively printed via a printer we work with (if you want).

Are you ready for it?


OK, you can download the pdf right here.

That design is two-sided and fits on an 11” x 17” sheet. It enables folks to see all the options at one time, clearly summarized by category. Pretty nice! If you know a designer, they can customize it with your logo. Make whatever changes you wish, provided you credit GivingTools, note our copyright, and provide our web address.

You are free to print up as many as you would like or to snag the contents and reformat it however you wish, in any medium, again, as long as you include the notice and link so we get a little love. All we need is love, you see.

Next, if you would like to get some printed, we’d recommend this place. We’ve done work with this printer before. They print digitally, so can create print low quantities, quickly. And they ship anywhere in the US. They are affordable, too! Ask for Cal!

The free planned giving flyer includes information on these planned giving vehicles:

  • Gifts anyone can make:
    • Bequest in Your Will
    • Life Insurance
    • Retirement Plans
    • Appreciated Securities
    • Personal Property
    • Real Estate
    • Bargain Sale
  • Gifts that pay income:
    • Charitable Gift Annuity
    • Charitable Remainder Trust
  • Gifts that protect assets:
    • Charitable Lead Trust
    • Life Estate

OK, Arnold. Get going. Put those guys up the street to shame! To the gifted go the gifts! Huzzah!

GivingTools makes online giving easy. But don't take our word for it...grab a demo account! Your demo account is prepopulated with all kinds of appeals. Change anything you wish. Add additional managers. View your giving page like a donor. You'll love it!

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