Our Tools

Providing gift planning specialists and estate planning professionals a suite of documents needed to incorporate much of the gift administration process efficiently and draft customized gift planning documents quickly, easily, and accurately.

Our signature document drafting technologies, GiftDocs™ and DonorDocs™ are comprehensive solutions and will soon be found in various formats and capabilities within the PGI | marketplace™. Read about using these tools for donor compliance here.

GiftWizard™ provides gift planning and other development professionals a knowledge base and the ability to utilize a robust research tool to provide various gift options for any donor’s unique situation in a complete and timely manner at any complexity level. It has an answer for even the most infrequent charitable giving-related questions.

My-EstatePlans.com provides individuals with modernized estate planning tools and online planning assessments and modules from “Direction Memo: How To Draft a Letter of Instruction”.

These and many more offerings will allow your audience to become better prepared for meeting with their legal counsel to draft their depository documents.

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