MODULE I:

BENEFICIARY DESIGNATIONS WEBSITE AND MARKETING OUTREACH

No expertise required. Simple to implement. Quick results.

Note: You can purchase the entire Box, or purchase this module separately.

Who Benefits From This Solution?

If you are beginning a new program
Strengthening an existing program
A shop that does not administer life income and complex gifts
A shop that focuses only on 92.5% of all planned gifts*
You’re only looking for a planned giving website and outreach

Included:

Planned Giving Website
Marketing Outreach (Sample List)
Educational Materials

*Beneficiary Designations make up 92.5% of all planned gifts. They are easy to market, easy to give, and easy to receive — and if you’re not using them to reach donors, you’re missing out.

What’s more, Beneficiary Designations usually do not require an attorney. Any person who cares about your mission — rich or poor, educated or not — can easily make these gifts.

By simply using the Beneficiary Designations Website and Outreach, you will see both your organization and your career grow. Implementation is simple and blazingly fast, and it’s the most affordable way for you to get the word out about these most popular planned gifts.

Beneficiary Designations include:

Cash
Appreciated Securities/Investments Fund Accounts
United States Savings Bonds
Bank Accounts
Jointly Held Accounts
Life Insurance
IRAs
CDs

Special Note

The Beneficiary Designations Website and Marketing Outreach is Module I of Planned Giving in a Box®. If you need to formalize your program, here are the other two modules:

Module II

Back Office Operations

Module III

Donor Relationships Modules

Planned Giving Website

100% branded to reflect your existing website.
Two (2) year license for website with no yearly fees; highly discounted rate afterwards if you decide to keep it
Customized with your name, logo, and contact information
Always current with new tax laws

Online “contact us” form
Customized Estate Planning Guide
“What is Planned Giving” video
Website hosted under our proprietary wholly-owned, search-engine-friendly URL: plannedgiving.org

Social media integration — all pages tied into your network
High density keywords for SEO (search engine optimization)
Discounts to upgrade your website as your program grows

Marketing Outreach Templates

Postcards (2)

Professionally designed. Just drop in your photos, logo and name, and simply have it printed and mailed.

Display Ads (8 sample variations)

Simply drop in your photos, logo, and contact information. Designed to be resized for any publication or media.

Intention Form

To get the details in writing.

Solicitation Letters

Bequest solicitation letter, “thank you” letter, acknowledgement letter. Just customize and mail!

Sample Marketing Calendar

Good document to hand to your boss. Covers what to do, why, when to mail, display ads, and more.

New! Estate Planning Guide and Gifting vehicle “Sell” sheets.

Legacy Giving in a Box

Includes

MODULE I:

BENEFICIARY DESIGNATIONS WEBSITE AND MARKETING OUTREACH

No expertise required. Simple to implement. Quick results.

Who Benefits From This Solution?

Included:

*Beneficiary Designations make up 92.5% of all planned gifts. They are easy to market, easy to give, and easy to receive — and if you’re not using them to reach donors, you’re missing out.

Beneficiary Designations include:

Special Note

Module II

Module III

Planned Giving Website

Marketing Outreach Templates

Postcards (2)

Display Ads (8 sample variations)

Intention Form

Solicitation Letters

Sample Marketing Calendar

Educational Tools

Pocket Guide for Fundraisers (3 copies)

Pocket Guide for Board Members (3 copies)

Gift Comparison Charts (10)

The Box

Module II

Module III