For PEER Network Members

Welcome to the new Planned Giving Navigator!

We’re glad you’re here. This is your new planned giving work space to collect, share and store the tools and resources we’ve brought together for you.The Navigator is a new and easier way for you and your colleagues to move your program forward. We've put together some information to help you get started.

How to Log In

You can log in using the button at the top right of the screen. As an existing member, you likely already have a username. If you're not sure what your username is, you can use the following tool to see if you are already in our system:

Enter your Email Address

If you'd like to reset your password, you can do so by following this link.

If you have any difficulty logging in, please get in touch with us at and we'll be happy to help you get started. Once you've logged in, you can also create user accounts for any others that may need to access your Navigator.

Not seeing what you expect after logging in?

In some situations your general content will be available on your Navigator, but your custom content (brochures and web pages) will not show quite yet. If so, we are sorry for any delay. We have a lot to upload, so your content is most likely still in process. If you are excited to get moving, drop us an e-mail at, and we’ll get you to the front of the queue.

More is on the way!

The planned giving industry is constantly improving, and we strive to improve with it. We are always watching new ideas and exploring efficient ways to get them in your hands and easy to use. We have several fresh ideas in the pipeline. As we develop new tools we will launch them in your Navigator. So check back often!

Ready for easier planned giving?

Get the Navigator Now