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Tools for Reaching your Advisors.

Your organization needs to stand out. You need to communicate that your organization is committed to major and planned giving - that it can help meet the estate and financial planning needs of donors. You want to be seen as a credible source of expertise within the industry, with the ability to handle sophisticated situations. Our Newsletter and Private Labeling can help you accomplish these goals.

Newsletter

Starts at $250 / year
  • Weekly & monthly
  • Includes editorial summary
  • Fully customizable

A collection of the most important industry developments, along with insightful, expert commentary, all delivered to your organization's inbox once a week and once a month.

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Private Labeling

Request a Quote
  • Promote your organization
  • Provide resources to users
  • Fully customizable

A tailored technical service for an organization looking to tightly integrate the features and functionality of CharitablePlanning.com products into their existing brand and web presence.

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Content provided by CharitablePlanning.com in conjunction with Kallina & Associates, LLC

Support

If you encounter problems when using this website, or when the website does not function as you would expect, please contact our support team: support@charitableplanning.com.

Legal

Questions related to our terms of use, privacy policy, copyright or other such legal matters should be directed to our legal team: legal@charitableplanning.com.

Feedback

If you have comments about the website or our commentary, or if you have suggestions on how we can better serve you, please use our Feedback Form.

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