Bequests (Trusts & Wills)
Beneficiary Designations
Bequests (Trusts & Wills)
Beneficiary Designations
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Planned Giving

Planned Giving

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2026 Winter Bequest Future You – buckslip

Planned Giving2026 Winter Bequest Campaign
2026 Winter Bequest Future You – buckslip
Print Templates
Donors
Planned Giving
Buckslip
2026 Winter Bequest Campaign
November 3, 2025
4
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2026 Winter Bequest Partner Event – buckslip

Planned Giving2026 Winter Bequest Campaign
2026 Winter Bequest Partner Event – buckslip
Print Templates
Donors
Planned Giving
Buckslip
2026 Winter Bequest Campaign
November 3, 2025
4
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2026 Winter Bequest Partner Story – buckslip

Planned Giving2026 Winter Bequest Campaign
2026 Winter Bequest Partner Story – buckslip
Print Templates
Donors
Planned Giving
Buckslip
2026 Winter Bequest Campaign
November 3, 2025
4
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Beneficiaries and Gift Intent Tool Integrations

Planned Giving
Beneficiaries and Gift Intent Tool Integrations
beneficiaries gift intent form integration social media newsletter web banner
Integrated Resources
Planned Giving
September 23, 2025
0
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Evergreen PGS One-Pager (Spanish)

Planned Giving
Evergreen PGS One-Pager (Spanish)
Planned Giving Suite Spanish One Pager Bequest Beneficiaries
Print Templates
Donors
Planned Giving
One-Pager
August 12, 2025
60
Yes
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2025 NEPAW Frame #4 (Protect Your Family Tree) – web banner

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #4 (Protect Your Family Tree) – web banner
Digital Templates
Donors
Planned Giving
Web banner
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #3 (What Is NEPAW) – web banner

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #3 (What Is NEPAW) – web banner
Digital Templates
Donors
Planned Giving
Web banner
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #2 (Partner Story) – web banner

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #2 (Partner Story) – web banner
Digital Templates
Donors
Planned Giving
Web banner
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #1 (Event) – web banner

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #1 (Event) – web banner
Digital Templates
Donors
Planned Giving
Web banner
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #4 (Protect Your Family Tree) – buckslip

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #4 (Protect Your Family Tree) – buckslip
Print Templates
Donors
Planned Giving
Buckslip
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #3 (What Is NEPAW) – buckslip

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #3 (What Is NEPAW) – buckslip
Print Templates
Donors
Planned Giving
Buckslip
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #2 (Partner Story) – buckslip

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #2 (Partner Story) – buckslip
Print Templates
Donors
Planned Giving
Buckslip
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #1 (Event) – buckslip

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #1 (Event) – buckslip
Print Templates
Donors
Planned Giving
Buckslip
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #4 (Protect Your Family Tree) – newsletter header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #4 (Protect Your Family Tree) – newsletter header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #3 (What Is NEPAW) – newsletter header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #3 (What Is NEPAW) – newsletter header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #2 (Partner Story) – newsletter header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #2 (Partner Story) – newsletter header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #1 (Event) – newsletter header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #1 (Event) – newsletter header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
0
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2025 NEPAW Frame #4 (Protect Your Family Tree) – email header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #4 (Protect Your Family Tree) – email header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
57
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2025 NEPAW Frame #3 (What Is NEPAW) – email header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #3 (What Is NEPAW) – email header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
57
Use templateView resources

2025 NEPAW Frame #2 (Partner Story) – email header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #2 (Partner Story) – email header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
57
Use templateView resources

2025 NEPAW Frame #1 (Event) – email header

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #1 (Event) – email header
Digital Templates
Donors
Planned Giving
Email header
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
57
Use templateView resources

2025 NEPAW Frame #4 (Protect Your Family Tree) – social media

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #4 (Protect Your Family Tree) – social media
Digital Templates
Donors
Planned Giving
Social media
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
73
Use templateView resources

2025 NEPAW Frame #3 (What Is NEPAW) – social media

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #3 (What Is NEPAW) – social media
Digital Templates
Donors
Planned Giving
Social media
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
73
Use templateView resources

2025 NEPAW Frame #2 (Partner Story) – social media

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #2 (Partner Story) – social media
Digital Templates
Donors
Planned Giving
Social media
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
73
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2025 NEPAW Frame #1 (Event) – social media

Planned Giving2025 National Estate Planning Awareness Week Campaign
2025 NEPAW Frame #1 (Event) – social media
Digital Templates
Donors
Planned Giving
Social media
2025 National Estate Planning Awareness Week Campaign
July 25, 2025
73
Use templateView resources

Asset Inventory Form

Planned Giving
Asset Inventory Form
Asset Inventory Guide Form
Print Templates
Donors
Planned Giving
One-Pager
May 30, 2025
60
Yes
Use templateView resources

PGS Launch web banner – will (version 2)

Planned Giving
PGS Launch web banner – will (version 2)
Launch web website banner will
Digital Templates
Donors
Planned Giving
Web banner
April 1, 2025
Use templateView resources

PGS Launch web banner – will (version 1)

Planned Giving
PGS Launch web banner – will (version 1)
Launch web website banner will
Digital Templates
Donors
Planned Giving
Web banner
April 1, 2025
Use templateView resources

PGS Launch web banner – legacy (version 2)

Planned Giving
PGS Launch web banner – legacy (version 2)
Launch web website banner legacy
Digital Templates
Donors
Planned Giving
Web banner
April 1, 2025
Use templateView resources

PGS Launch web banner – legacy (version 1)

Planned Giving
PGS Launch web banner – legacy (version 1)
Launch web website banner legacy
Digital Templates
Donors
Planned Giving
Web banner
April 1, 2025
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