Planned Giving Coach

Secure Your Share Of Planned Gifts

Each year, about $20 billion in charitable bequests flows from donors’ estates to US non-profit organizations. For more than 30 years, Planned Giving Coach has helped non-profits secure their share of this immense source of support.

Jumpstart your planned giving program at no cost by using the free tools found in the Getting Started, Marketing and Prospects sections of this website

Organize your planned giving program for the long term by purchasing the Planned Giving Coach Manual.   The Manual provides you with all the materials found on the Getting Started, Marketing and Prospects sections of this website in a format that you can edit and personalize to fit your nonprofit organization.  View the manual’s Table of Contents.


Use your website to educate your donors and board members about estate planning with the Planned Giving Coach Estate Planning Video Series.  The tutorials cover probate, wills, living trusts and other estate planning tools, as well as the most common form of planned gifts: bequests, gift annuities and charitable remainder trusts.  A one-year subscription is $95.00. 


Get effective, affordable and personalized help for your planned giving program:  Do you need help starting or reviving a planned giving program, drafting your case or marketing plan, training your board, explaining planned gifts, or calculating tax and income projections for donors?