Planned Giving Coach

Purchase the Manual

All the text and model documents found on this web site are available in The Planned Giving Coach Manual, in an easily edited Microsoft Word format. The cost of Planned Giving Coach Manual is $95.00.

The Planned Giving Coach Manual allows you to edit, adapt and personalize with ease all the material found on this site, including:

Getting Started: templates for your case statement, planned giving committee job description, and planned giving policies and procedures;

Marketing: model texts for marketing plans, seminar and board presentations, brochures and web sites;

Prospects: model letters to prospects and explanations of bequests, estate planning, charitable trusts, pooled income funds, gift annuities and other asset transfers and life income plans.

To review all the materials available on The Planned Giving Coach Manual, simply explore the Planned Giving Coach Website.

How to Order the Manual

To order the Planned Giving Coach Manual CD, click on the Paypal button below or Mail your check for $95.00 to the address below.

Make your company or personal check payable to “Philip J. Murphy.” The Planned Giving Coach Manual will be sent as an e-mail file Word attachment to your e-mail address.


Philip J. Murphy, Planned Giving Manual,
30 Sais Avenue, San Anselmo, CA 94960.


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