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.

Three categories.

Gifts Anyone Can Make
  • Bequests
  • Life Insurance
  • Stock and Appreciated Assets
  • Real Estate (two versions)
  • Personal Property
  • Retirement Plans
Gifts that Pay Income
  • Charitable Gift Annuity — Immediate
  • Charitable Gift Annuity — Deferred
  • Charitable Gift Annuity — Flexible
  • Charitable Remainder Trusts
  • Pooled Income Funds
Gifts that Protect Assets
  • Charitable Bargain Sales
  • Charitable Lead Trusts
  • Retained Life Estates



  • 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


Product Sheet

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

You Don’t Need a Will

Estate Planning Brochure


Flipbook options for your planned giving website available.