A Starter Kit you didn't know existed
Launch Your Planned Giving Program Today
A ready-to-launch toolkit to help small and mid-size nonprofits build a planned giving program in weeks, not years all without a dedicated gift officer.
Ten ready-to-use documents — policy, language, forms, materials & training, all in one kit.
Accepting donations via a will or trust is easier than ever!
20+ Years
Combined experience in fundraising, stewardship & trust administration
CAP-Certified
Materials designed by a Chartered Advisor in Philanthropy, reviewed by
counsel
Weeks, Not Years
From first download to your organization's first legacy gift conversation
Any Size Team
Built for organizations without a dedicated gift planning program
Most Nonprofits Aren't Missing Donors. They're Missing Infrastructure
Many organizations delay planned giving for years — not for lack of willing donors, but for lack of the policies, donor language, forms, and internal resources needed to start the conversation with confidence.
Legacy Giving Simplified was built to close that gap: practical, professional, easy-to-implement tools designed specifically for nonprofits, so your team can spend less time building infrastructure and more time building relationships with donors.
THE KIT
Everything You Need to Accept Your First Legacy Gift
01
Planned Gift Acceptance Policy
A board-ready policy governing how your organization accepts bequests, IRA gifts, and donor-advised funds.
02
Board Resolution
A ready-to-adopt resolution formally approving your planned giving program.
03
Estate Intention Form
A simple form donors use to document a planned gift, even before it's finalized in their estate plan.
04
Bequest Language Package
Attorney-approved language donors can hand directly to their estate planner.
05
Donor FAQ
Plain-language answers to the questions donors ask most about planned gifts.
06
Planned Giving Website Copy
Ready-to-publish web copy introducing your planned giving program to donors.
07
Donor Launch Email
A templated email announcing your new planned giving program to your donor base.
08
Internal Checklist
A step-by-step launch checklist to keep your team on track from policy to promotion.
09
Donor Next Steps Package
Materials that guide interested donors through confirming and documenting their gift.
10
Compliance & Disclosure Package
Required disclosures and recordkeeping guidance to keep your program compliant.
HOW IT WORKS
Three Steps Between Where You are and Your First Planned Gift Conversation
01
Get the kit
Download the Starter Kit and review materials built by planned giving professionals.
02
Customize it
Add your logo, adapt the language, and make it yours in an afternoon, not a year.
03
Launch with confidence
Start conversations with donors, backed by vetted policies and forms.
ABOUT US
Empowering Nonprofits to Launch Planned Giving
With more than 20 years of combined experience in nonprofit fundraising, donor engagement, stewardship, higher education advancement, trust administration, and legacy giving, we understand both the opportunities and challenges organizations face when building a culture of philanthropy.
Materials are designed and vetted by a CAP-certified professional and vetted by a lawyer
Ready to Build Your Program?
Everything you need to responsibly accept your first legacy gift is in one kit, reviewed, ready, and yours to customize.
Disclaimer: Legacy Giving Simplified provides educational materials and template documents for nonprofit organizations. We do not provide legal, tax, accounting, or financial advice. Organizations and donors should consult their own professional advisors regarding their specific circumstances.