You’re a busy non-profit professional and you know you need to “do more” when it comes to asking for bequests, gifts from life insurance and other planned gifts.  We can help you!


The Planned Giving Agency’s Bequest Connect program is your time-saving, budget-friendly

marketing solution for your “planned giving problems.”


Bequest Connect is perfect for the following types of nonprofit organizations:


Small nonprofits with NO planned giving presence.  

Your Bequest Connect program will give you everything you need to get up and running.


Nonprofits with hybrid development staff.  

Is it “just you” handling major gifts, annual gifts (and the auction!).  Your Bequest Connect program is your efficient solution to get great results from your existing communications channels.


Any size non-profit with a “lapsed” planned giving outreach program.  

Are your marketing materials woefully out of date? Ready to give up your cumbersome outsourced planned giving marketing website (and the hefty annual fee). Tired of poor results from “spray and pray” postcard marketing? Your Bequest Connect program will update and streamline your planned giving outreach program.

Your Bequest Connect program is tailored for YOU and may include the following:

Personalized Consultation

Our marketing experts will spend the time to identify your biggest challenges. We will stay in touch and keep your planned giving marketing efforts on target and on time. 

Your Legacy Society

Revive or improve your planned giving recognition society to steward existing donors AND serve as the cornerstone of your outreach efforts.

Marketing Plan & Calendar

Create a custom marketing calendar to reach your best planned giving prospects so you don't waste time with old-fashioned (and much more expensive!) planned giving marketing. 

Web Essentials

Do your donors and their financial advisors know where to find crucial information?  We can help you keep it smart, simple and IN HOUSE. You’ll love your new content because it’s story based and great to share on social media. AND no more annual website fees!

Express Training for Board, Staff & Volunteers

Give them something to talk about! A custom brochure and 5 minute slide deck or explainer video make empowering Board, Staff & Volunteers quick and easy.

Content Library

Make the most of your nonprofit's existing communications channels with a GREAT content library of ready-to-go articles, advertisements, copy for collateral materials and more. Good content matters!

Donor Stories

Our professional writers will interview your loyal donors and write inspiring stories for websites, newsletters and social media that will steward your VIP’s and serve as the donor-centric cornerstone of your marketing and communications.

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