1288 Valley Forge Rd. Building 82
(800) 490-7090

Planned Giving Brochures

These brochures are the daily bread and butter for your organization.

Most popular and essential topics:

  • Bequests (in English and Spanish)
  • General ways-of-giving
  • Importance of estate planning

Basic features:

  • “How It Works” summary
  • Short, benefits-driven bullets
  • Sample donor profile (if requested)
  • Branded with your logo, name, contact information, and colors
  • A choice of simple designs to high-end, multi-page formats

Brochures can also:

These planned giving brochures are painless to produce yet critical for everyday use in any gift planning office. They can also be used as e-brochures on your Planned Giving website.

Like all our products, our brochures are:
  • Simple
  • Affordable
  • Non legalese

Contact us or call (800) 490-7090. In less than 5 minutes we will be able to recommend topic(s) for you.

Simple Gifts

  • Bequests
  • Life Insurance
  • Stock and Appreciated Assets
  • Real Estate (two versions)
  • Personal Property
  • Retirement Plans

Life Income Gifts

  • Charitable Gift Annuity — Immediate
  • Charitable Gift Annuity — Deferred
  • Charitable Gift Annuity — Flexible
  • Charitable Remainder Trusts
  • Pooled Income Funds

Asset Protection Gifts

  • Charitable Bargain Sales
  • Charitable Lead Trusts
  • Retained Life Estates

Choosing an Attorney

Six out of every ten American adults lack a will, putting their estates (and their families) at risk. Many say it’s because they don’t know how to pick the right attorney. This brochure will help guide them.

Five reasons you need it:

  • It’s a useful leave-behind
  • It makes a perfect handout for board members to share
  • It adds a critical item to your Legacy Society tool bucket
  • It can be offered as a favor to donors
  • It’s another touch that can be used to showcase your brand.

Inspiring Bequest Brochure (60’s, 70’s and 80’s Generation)

You Don’t Need a Will (Importance of Estate Planning delivered with a sense of humor and an oomph)

Estate Planning Brochure (A practical leave behind)

Download Product Sheet

Specifications

  • 4×9 inches (8×9 or 8×12 flat)
  • 4-6 pages
  • Full color
  • Printed on 100 lb coated paper
  • Fits into standard #10 envelope