GiftStory Features

In GiftStory presentations, a slide show, text, images, animation, and audio narration come together to tell the story of how one or more gift plans can help a donor achieve her charitable and financial goals. Each compelling presentation steers your prospect closer to making a planned gift for your organization and encourages her to contact you to continue the process.

  • Available from your website: Grab the attention of visitors to your planned giving web pages with engaging interactive GiftStory presentations that they can run themselves.

  • Effective Lead Generation Tool: GiftStory presentations each contain a specific call-to-action and each slide contains a "Contact Us" link. Prospects who view presentations from your website can reach out to you as soon as they are ready.
  • Designed for Your Audience: The pace of narration, font size, and accurate but non-technical language are designed specifically for the typical planned giving profile - older prospects whose interests include providing for loved ones, achieving financial security, and, of course, the aspiration to leave a legacy.
  • Important Educational Tool: Educate your staff, board members, or major gift officers.
  • Compelling Personalized Illustrations: Most of the presentations display a prospect’s specific benefits based on data the prospect provides on a simple form or that you enter on a prospect’s behalf.  
  • Customized Slides: Your organization’s branding stays in your control as you choose imagery and welcome text, and include your logo on every slide. If desired, you may provide your own welcome audio.
  • It’s About the Prospect: Each presentation is titled and focused on the prospect's wants and needs – not yours – with titles such as “Give and Get Income” and “Meet Your Goals with a Bequest to Charity.”
  • No Delivery Limitations:
    • Include a GiftStory link on your organization’s website
    • Email a GiftStory presentation to one prospect or to a large list
    • View a GiftStory presentation on a computer with your prospect
    • Present a GiftStory presentation to a group (for training, for example) and discuss
    • Print a GiftStory presentation to review in person with a prospect
    • Deliver a GiftStory presentation on CD




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