Planned Giving Marketing Resources

Every nonprofit—regardless of size, staff, or budget—should have access to tools that support long-term sustainability.

These resources are used by organizations across the nonprofit spectrum, from those beginning to explore planned giving to those strengthening mature programs. They reflect established tools, language, and practices used throughout the sector.

When you’re ready to go deeper, we’re here.

The same practical perspective appears each week in Planned Giving Weekly Insights, drawn from decades of direct, real-world work with nonprofits.

Free Planned Giving Downloads

Updated Monthly | Last Update: January 2026

Included resources cover:

Conversation starters and donor messaging
Social media post collections
Endowment resources and tools
Estate planning and bequest education
And more

Recent Legislation & Timely Resources

OBBBA Planned Giving Postcard (2026 Legislation) — Direct Download

Donor-friendly postcard explaining recent charitable provisions under the One Big Beautiful Bill Act. Designed for immediate use in donor communications. Applicable to the 2026 tax year only. Not intended for use in future years.

Conversation Starters & Social Media

101 Clever Questions That Unlock Planned Gifts

A reader-favorite on PlannedGiving.com, these 101 strategic questions help fundraisers uncover donor motivations, strengthen relationships, and move planned giving conversations forward.
Planned Giving Conversation Starters for Healthcare Organizations

A practical resource for healthcare fundraisers featuring planned giving conversation starters designed to help engage donors, explore legacy gift opportunities, and support long-term hospital philanthropy.
80 Planned Giving Social Media Posts

80 ready-to-use Facebook posts designed to gently introduce and reinforce planned giving. Educates donors in plain language while keeping your organization top-of-mind. Enough content to support 6–9 months of consistent, professional planned giving outreach.
Year-End Giving Social Media Posts

Ready-to-use social media posts designed to prompt thoughtful year-end giving conversations—without sounding promotional. These posts help nonprofits stay visible during the most important giving season while gently introducing planned giving concepts donors already understand.

Endowments

Endowments

Endowments transform one-time donors into permanent partners. Learn how to create, manage, and grow endowed funds that secure your institution's future — with sample policies, real-world examples, and a complete glossary.
Endowment Calculator

Embed our free endowment calculator on your website and illustrate for your donors the power of the growth of an endowment fund over time.

Tools

Planned Giving Pocket Guide for Major Gifts Officers

A free 16-page guide that shows major gift officers how to ask for bequests, IRA gifts, and other planned gifts—without needing a law degree. Covers who to ask, what to ask for, and scripts you can use today.

Estate Planning & Bequests

Free Estate Planning Videos

Donor-facing estate planning videos commonly shared with supporters. Clear, non-technical explanations designed for donor understanding.
The Charitable Bequest Planner

A donor-friendly workbook that walks supporters through the process of including your organization in their will.
"But I Already Have a Will"

How to respond when donors think their estate plan is finished—and why a bequest is still possible.
Sample Codicil

Ready-to-use legal language donors can share with their attorney to add a charitable bequest to an existing will.
The 25 Estate Planning Documents

A comprehensive collection of templates covering wills, trusts, and charitable giving instruments.
Special Needs Trust

Guidance for donors who want to provide for a loved one with disabilities while still supporting your mission.