Planned Giving Coach

Purchase the Manual

Much of the information and many model documents found on are available in the Planned Giving Coach Legacy Giving Manual. The cost of the Manual, customized for your organization, is $105.00.

The Manual features simple "how to" procedures that allow you to respond appropriately to a wide variety of inquires from legacy giving prospects, provides easily edited model letters and documents (including a comprehensive estate planning organizer), and reviews steps toward running a successful legacy giving program.

The Manual consists of 67 pages in three major sections:

Starting Your Legacy Giving Program
The Estate Planning Organizer
Letters to Prospects & Donors

How to Order the Manual

To order the Planned Giving Coach Legacy Giving Manual, use the Paypal button below or send a check for $105.00, made payable to Planned Giving Coach, LLC, to:

PO Box 272
Sonoma, CA 95476

The Manual will be customized for your organization and sent as an editable Word doc to your email address.