Most essential topics:
- Bequests (English and Spanish)
- General ways-of-giving
- Importance of estate planning
- “How It Works” summary
- Short, benefits-driven bullets
- Sample donor profile (if requested)
- Branded with your logo, colors, name, contact information
- A choice of simple designs to high-end, institutional cornerstone brochures
Brochures can also:
- Direct the reader to a special landing page or a gift plan video
- Provide an an offer such as an Estate Planning Guide (or anything else for that important follow up)
- Be formatted as a Flipbook for your planned giving website.
These planned giving brochures are critical for everyday use in any gift planning office. They can be utilized as e-brochures on your Planned Giving website as well.
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.
Gift Comparison Charts
Compare all gift plans side by side. Showcases benefits to donor; benefits to your organization. Completely branded.
- Life Insurance
- Stock and Appreciated Assets
- Endowing Your Annual Gifts
- Legacy Society Brochure
- Donor Advised Funds
- 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.
A Bequest Brochure for the 60’s, 70’s and 80’s generation.
Bequests. The gift that costs nothing during the donor’s lifetime.
You Don’t Need a Will. Importance of Estate Planning delivered with humor.
Estate Planning Brochure. A practical leave behind or “touch” piece.
Legacy Society Brochure. Includes sample letter from Board President with summary of planned gifts.
Choosing an Estate Planning Attorney: 12 Tips.