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Dashboard Knowledgebase

Wills That Won’t

Download our eBook to learn what a smart marketer can do to keep planned gifts flowing, even when wills and trusts are on the decline…. Read More


Are you ready for a capital campaign?

Here’s your chance to evaluate your organization’s internal and external readiness to conduct a capital campaign. Take a look at the infrastructure needed to run… Read More


Copywriting Basics for Legacy Giving Websites

Simply put, here’s how to write copy for your website so you get a ton of legacy gifts. Fill out the form on the right… Read More


Fundraising Is Broken

What if you could lower your fundraising costs while exponentially increasing fundraising revenues? Now you can! With Engagement Fundraising. Download our free eBook written by… Read More


Words That Work

What if you knew exactly which words would inspire your donors to carry out more planned giving?


How to Generate More Planned Gifts with Less Money and Reduced Resources eBook

Wondering how you can do more with less while still capturing your share of the massive transfer of wealth everyone keeps talking about? Now you… Read More


Visual Planned Giving Ebook

Are you looking for the ultimate planned giving resource? You’ve found it – a free textbook, “Visual Planned Giving: An Introduction to the Law &… Read More


Words that Work 2: The Phrases that Encourage Planned Giving

Find out exactly which words will inspire your donors to make planned gifts Dr. Russell James is back with new research findings! Discover what’s working… Read More


Inside the Mind Whitepaper

Download our eBook highlighting Russell James, J.D., Ph.D., CFP® research on brain neuroimaging and its impact on planned giving marketing. What you will learn: Why… Read More


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