Planned Giving Toolkit: Fine-Tune Your Training and Marketing The Planned Giving Toolkit is a unique electronic program designed to increase gift production by focusing on the most frequently used planned gifts: Bequests, Charitable Gift Annuities, and Gifts of Appreciated Property.

This online training and marketing program is interactive and comprehensive in its treatment of these important gift plans. It’s also an ideal learning tool for staff members, board members, key volunteers, and select allied professionals – whether they are experienced professionals or new to planned giving.

The Planned Giving Toolkit is more cost-effective than seminars, and it can be completed on your schedule and at your own pace. Best of all, it keeps your marketing focused in areas that are most likely to produce results.