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YOUR EDUCATION PARTNER IN PLANNED GIVING

As your education partner, we are committed to providing pertinent information to help you reach your planned giving goals.

Better Planned Giving Starts With Better Conversations.

The Critical 10 Planned Giving Challenges · 2027 Edition

Get The 2027 Report Early

Tell us where to send it. We will email it as soon as it is ready, at the end of November.

Special report cover image

Planned Giving Tips

With Dr. Russell James

Dr. Russell James, a professor at Texas Tech University, has partnered with The Donor Motivation Program® to share short, practical planned giving tips. Research figures quoted in the videos are his.

Why You Should Never, Ever Remind Donors Of Their Death!

Key Words and Phrases That Guarantee Increased Planned Gifts

All 13 Planned Giving Tips

Archive

Campfire Chats

A series of conversations with planned giving and philanthropy leaders, kept here as an archive. The conversations are still full of wisdom.

Questions about planned giving for your charity?

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