This customized, attractive Gift Comparison Chart (“Cheat Sheet” or “Reference Chart” as some call it) is branded with your mission statement, logo, colors, photos, and compares planned gifts at-a-glance. We supply you with a high-resolution PDF (which you can use to print yourself), or we can handle the printing for you. The simple, unbranded version can be purchased online here.
A smaller version of the Gift Comparison Chart also comes with our Pocket Guide for Fundraisers. It’s a foldout located in the front of The Guide.
The Gift Comparison Chart is an excellent companion to Planned Giving “Sell” Sheets and Ways-of-Giving brochures.
*The classic version of this chart was originally created by Deborah Blackmore, John Foster, and Viken Mikaelian at the University of Pennsylvania, Office of Gift Planning, in 1988. Since then, it has served as a valuable tool for nonprofit organizations nationwide and planned giving vendors in the industry. The classic unbranded version can still be purchased online here.
This is the expanded print version of our popular online interactive chart used on institutional planned giving websites and planned giving microsites. Other versions of the chart are included in the Pocket Guide and Ways-of-Giving brochures.
Bequest
Cash
Securities
Real Estate
Personal Property
Retirement Plan Assets, IRA
Life Insurance
Retained Life Interest
Bargain Sale
Charitable Gift Annuity
Charitable Remainder Trust
Charitable Lead Trust
The following issues are summarized for each gift plan:
Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
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Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart.