Essential Solutions Toolkit©

Planned Giving is about engaging, educating and inspiring donors to take action around your mission. Fundraising is about achieving realistic revenue goals within time, money and resource constraints. The Essential Solutions Toolkit© will help you successfully overcome obstacles giving you the necessary tools required to develop a dynamic and proactive planned giving program quickly and easily.

Speed, Efficiency and Ease

Why purchase the Essential Solutions Toolkit©? Quite simply - to increase the speed, efficiency and ease of creating your program. By utilizing the Essential Solutions Toolkit©, you will be able to:

  • Quickly gain access to effective tools right at your desk
  • Immediately bypass the problem of ‘little knowledge-no time’ gap that gets in the way of developing a successful planned giving program
  • Avoid frustrating irrelevant ‘information overload’ allowing you to zero in on actions that get results
  • Reduce costly decision-making errors by using tested and proven templates
  • Easily customize the templates – consider the cost savings in time, effort, information-gathering and in the printing of marketing materials! Everything you need for your planned giving program is here – marketing materials, administrative policies, reports, budgets, forms, volunteer recruitment and much more
  • Educate your donors, volunteers and the general public so that they will have a better understanding of the many benefits of making a planned gift to your organization
  • Get into action sooner!

Save Time, Save Money – Over 75 Essential Solutions in one Electronic Toolkit!

At your fingertips - over 75 essential solutions in one electronic toolkit! Valuable marketing tools, donor letters, policies, plans, budgets, reports and forms to ensure your program is easily understood internally and externally. Whether you are a 1 person shop or part of a volunteer committee, the Essential Solutions Toolkit© has cost-effective, easy-to-use solutions to fit your planned giving fundraising needs.

Click HERE to order the Essential Solutions Toolkit©.

Stay Current – Get the Essential Solutions Advantage

For a nominal annual fee of $240 get the Essential Solutions Advantage©. Your organization will never have to worry about out-of-date planned giving materials. Updates will be sent to you as tax legislation changes and/or new information emerges. Your Toolkit" will always be up-to-date and current. That is the Essential Solutions Advantage©!

Click HERE to order the Essential Solutions Advantage©.

Getting Started

A signed licensing agreement, an active email address to receive the templates and you are ready to go. Yes it is that simple!

Your Board and Donors will Appreciate the Effective Use of your Budget Dollars

The Essential Solutions Toolkit© is only $3,299 (plus applicable taxes). That is less than $275 per month annualized over a one year period! And for a limited time receive the Essential Solutions Toolkit© for only $2,999 (plus applicable taxes). A savings of $299.

Tested and proven to be successful

Purchasers report: "easy to use", "valuable tools that I used right away", "used the marketing fact sheets with a donor within a few days of getting the Toolkit", "so many useful tools that I wish I had a year ago – this is going to simplify everything".

Purchase now to start creating a strong planned giving future!

Click HERE to request further information about the Essential Solutions Toolkit©.

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