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

Planned Giving Brochures

planned giving brochures covering one topic at a time
Each planned giving brochure covers a single gift plan that’s simple enough for anyone to “get.”

Basic features:

  • “How It Works” summary
  • Short, benefits-driven description
  • Bulleted list of all benefits
  • Sample donor profile
  • Customized with your logo, name, contact information, and colors

These planned giving brochures are painless to produce and make practical tools for everyday use for any gift planning office.

Best of all, we can post these as e-brochures on your Planned Giving website.

Download Sample (but please do not copy)

Like all of the rest of our products, our brochures are:

  • Simple.
  • Affordable.
  • Non legalese.

Customized solutions for over 400 topics are also available. Contact us or call (800) 490-7090 for more information.

Three categories.
Over fifteen topics.

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


Download Sample
(but please do not copy)

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.