Planned Giving Survival Kit

Daily Must-Have Tools

$2,995

Over $21,500 worth of content

Every development shop must have these simple tools in its desk drawer ... whether they are serious about planned gifts or not.

Over 90% of all correspondence is routine or transactional. Hidden in this correspondence are planned giving opportunities. Our Planned Giving Survival Kit gives you the immediate tools you need to “touch prospects.” That is… your future donors.

The Survival Kit is not a complete back-office solution. But it’s a good place to begin. It’s a valuable set of tools for the fundraising executive who is too busy to pursue planned gifts, and knows he or she has to sometime in the near future.

Planned giving is good for your career and for your nonprofit. This is the set of tools you need to begin.

Most documents are in Adobe InDesign

"Touch" Brochures

Informational handy “touch” pieces. Customize as you wish. All in Adobe InDesign. Format: 4 x 9 to fit into a #10 envelope.

8 Tax Tips Charitable Donations
12 Simple Steps to Creating an Estate Plan
How to Create an Estate Plan
Save Your Estate Probate Expenses
The Philanthropists Guide
Top 7 Estate Planning Mistakes
Life Insurance Estate Planning Tool
Wise Women Estate Planning
Essential Steps for Setting Up a Trust
Choosing an Estate Planning Attorney

Brochure Templates

Ways-of-Giving
Bequest
Retirement Plans (IRA, QCD)

QCD Promotional

QCD In-House Tools
Includes language you can use
Cheat Sheet

Gift Plan "Sell Sheets"

A visual summary on how giving vehicles work.

Mail with a note
Use them in the back of your brochures
Mail-stuffers
Handouts
Full description

Legacy Giving in a Box

Includes