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 make” 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:
- Appreciated “Stuff” (Securities, Real Estate, Tangible Personal Property)
- Life Insurance
Here are solicitation letters that cover all basic topics.
You should also promote year end giving. Click here.