Spring Planned Giving Suite Campaign
Resources
Example emails
Timeline
February/March
Request content from your Strategist
Mar 14
Campaign Info Session @ 1 pm ET
April
Request content from your Strategist
May
May 3
Last day to request content
May 1-15
Ideal send date for initial email
May 16-31
Ideal send date for follow-up email
May 31
Campaign ends
Campaign graphics
Canva templates
Loading templates
Frame #1 – Plant Your Roots
Frame #1 – Plant Your Roots
Frame #2 – A Small Task During Longer Days
Frame #2 – A Small Task During Longer Days
Frame #3 – Honor our Roots, Grow our Future
Frame #3 – Honor our Roots, Grow our Future
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochurePrint Templates
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochurePrint Templates
Bequests brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochurePrint Templates
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochurePrint Templates
Bequests brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochurePrint Templates
Permanent gift guide brochure
Bequests brochurePrint Templates
Bequests brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochurePrint Templates
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Bequests brochurePrint Templates
Bequests brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochurePrint Templates
Permanent gift guide brochure
Bequest (Faith) one-pagerPrint Templates
Bequest (Faith) one-pager
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochurePrint Templates
Bequests brochure
Bequests (Faith) buckslipPrint Templates
Bequests (Faith) buckslip
Bequests (Catholic) postcardPrint Templates
Bequests (Catholic) postcard
Bequests (Catholic) brochurePrint Templates
Bequests (Catholic) brochure
Bequests (Catholic) postcardPrint Templates
Bequests (Catholic) postcard
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) Birthday Card postcardPrint Templates
Qualified Charitable Distributions (QCDs) Birthday Card postcard
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Permanent gift guide brochurePrint Templates
Permanent gift guide brochure
Bequests (LGBTQ+) brochurePrint Templates
Bequests (LGBTQ+) brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochurePrint Templates
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochurePrint Templates
Bequests brochure
Smart Giving Suite (LGBTQ+) brochurePrint Templates
Smart Giving Suite (LGBTQ+) brochure
New Year’s Bequests buckslipPrint Templates
New Year’s Bequests buckslip
Bequests one-pagerPrint Templates
Bequests one-pager
New Year’s Bequest postcardPrint Templates
New Year’s Bequest postcard
Beneficiary Designations postcardPrint Templates
Beneficiary Designations postcard
Bequests postcardPrint Templates
Bequests postcard
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests postcardPrint Templates
Bequests postcard
Qualified Charitable Distributions (QCDs) Birthday Card postcardPrint Templates
Qualified Charitable Distributions (QCDs) Birthday Card postcard
Donor-Advised Funds (DAFs) postcardPrint Templates
Donor-Advised Funds (DAFs) postcard
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcardPrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcardPrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard
Donor-Advised Funds (DAFs) postcardPrint Templates
Donor-Advised Funds (DAFs) postcard
Stocks (Appreciated Assets) postcardPrint Templates
Stocks (Appreciated Assets) postcard
Stocks (Appreciated Assets) postcardPrint Templates
Stocks (Appreciated Assets) postcard
Smart Giving Suite (QCDs, Stocks, DAFs) brochurePrint Templates
Smart Giving Suite (QCDs, Stocks, DAFs) brochure
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcardPrint Templates
Qualified Charitable Distributions (QCDs) postcard
Charitable Gift Annuities brochurePrint Templates
Charitable Gift Annuities brochure
Bequests brochurePrint Templates
Bequests brochure
Beneficiary Designations brochurePrint Templates
Beneficiary Designations brochure
Planned Giving Suite Content CenterIntegrated Resources
Planned Giving Suite Content Center
Stocks (Appreciated Assets) brochurePrint Templates
Stocks (Appreciated Assets) brochure
Qualified Charitable Distributions (QCDs) brochurePrint Templates
Qualified Charitable Distributions (QCDs) brochure
Smart Giving Suite Content CenterIntegrated Resources
Smart Giving Suite Content Center
Donor-Advised Funds (DAFs) brochurePrint Templates
Donor-Advised Funds (DAFs) brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochurePrint Templates