More than 50 planned-giving email and letter templates you can fill in and send in seconds.
Browse by category or search, tap a template, fill the highlighted fields, then Copy or Share. Tap the star to save a template to Favorites.
Can I edit the wording? Yes. Copy the draft into your email and adjust anything before you send it. Templates are starting points meant to be personalized.
Is my donor information stored anywhere? No. Everything you type stays on your device and is never uploaded.
A note on accuracy. Always confirm any gift, tax, or legal specifics with the donor's advisors and your own gift-planning office before sending.
Questions, bugs, or ideas: [email protected]. I read every message.