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Focus on Gifts Anyone Can Afford

May
22

Since less than 5% of this nation’s wealth is in cash and 95% is in assets, it’s time to focus on planned gifts.

And what specific gift plans should you focus on?

We call them “gifts anyone can afford” or the “no hassle” gifts because they are gifts that do not affect one’s cash flow during lifetime. And what’s best is that these make up over 80% of all planned gifts, are easy to give and to receive, and usually do not require the assistance of a professional advisor or a lawyer.

They are easy and inexpensive to market, too!  Here is ready-to-go copy you can download:

You should also promote these at year end. Click here.


Category: Planned Giving Marketing on May 22nd, 2009

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