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Planned Giving Template Bundle

Planned Giving Template Bundle

Regular price $24.99 USD
Regular price Sale price $24.99 USD
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Simplify and Secure Your Charitable Legacy

The Planned Giving Template Bundle is designed to help individuals and organizations easily document their charitable giving intentions and ensure their legacy is honored. These essential templates provide clear and customizable documents to outline bequests, beneficiary designations, and planned giving agreements. Whether you're a donor or a nonprofit, this bundle ensures the giving process is straightforward and legally sound.

Perfect for those planning charitable contributions or organizations managing donor relationships, these templates offer clarity, professionalism, and peace of mind.


What’s Included:

  1. Planned Giving Checklist – A step-by-step guide to help ensure your charitable intentions are clearly documented, legally sound, and aligned with your legacy goals.

  2. Sample Bequest Language Template – Clear and customizable language for including charitable gifts in a will or trust.

  3. Beneficiary Designation Form Template – Easily designate charities as beneficiaries for financial accounts or insurance policies.

  4. Letter of Intent for Planned Giving – Formalize your intention to leave a charitable gift, providing clarity for both donors and organizations.

  5. Charitable Gift Annuity Agreement – Document agreements for charitable gift annuities, ensuring terms and conditions are properly outlined.

Why Choose This Bundle:

Comprehensive Tools: Covers all key aspects of planned giving.
Clear Documentation: Ensure your charitable intentions are accurately recorded.
Customizable: Tailor each template to your specific needs.
Peace of Mind: Simplify the process of leaving a lasting charitable legacy.


Disclaimer: These templates are for informational purposes only and do not constitute legal advice. Consult a qualified attorney to ensure compliance with applicable laws.

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Have Questions?
We Have Answers.

Curious about something else? Contact us or send us an email at info@buriedinwork.com.

How long will it take to receive my order?

For most orders, standard shipping typically takes 5-7 business days within the U.S., while expedited shipping options can shorten that to 2-3 business days. International orders may take longer depending on the destination. Processing times can vary, so check your confirmation email for specific details.

How can I track my order?

Once your order has been processed and shipped, you will receive an email with a tracking number. You can use this number to track your shipment's progress on our website or directly with the carrier.

What is your return policy?

We accept returns on unused products within 30 days of purchase. If you need to return an item, please contact our customer service team for assistance. Personalized or digital products are non-refundable unless there is an issue with the order.

What if I'm not satisfied with my purchase?

We stand behind the quality of our products and your satisfaction is our top priority.

That's why we offer the following:

  • 30-Day Risk-Free Trial: Try the product for 30 days. If you're not completely satisfied, simply return it for a full refund.*
  • Support: Enjoy access to our customer support team for any questions or guidance you need with your product.
  • Quality Assurance: Our products are built to last. If you experience any issues due to manufacturing defects, we'll repair or replace it at no cost to you.

*Cost of shipping not included in the refund.

Do you offer bulk discounts?

Yes, we do offer bulk discounts for larger orders, especially for organizations, companies, and groups interested in purchasing our estate planning tools, games, or CLEAR Kits. If you're interested in ordering in bulk, please contact our customer service team for more details on pricing and discount options. We’re happy to work with you to provide a tailored solution based on your needs.

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