Print and Mail Templates

It’s all about planned giving templates that can be customized by you, your marketing department, or by your graphic designer.

Effective. Simple. Affordable. And saves you time so you continue what you do best: raise money.

These templated solutions are easy to work with. Just swap out our photographs and replace them with yours, drop in your organization’s name and logo, then print and mail. Feel free to edit the copy and put your touch on it too.

The total savings amounts to over 80%. If you do not have the time to handle it yourself, inquire about our white glove delivery services.We'll even drop your marketing pieces in the mail.

We’re always adding and improving. Make sure to visit this page often as these tools are all designed for lead generation.

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  1. Faith-Based Hospital Solicitation Letter with Reply Intention Form

    Faith-Based Hospital Solicitation Letter with Reply Intention Form

    BONUS!
    Free reply form when you purchase any solicitation letter. Increases response rates and identifies your best planned giving prospects so you can be efficient with your limited time.

    A one-page letter (304 words) that introduces your loyal donors and supporters to the idea of making a lasting impact with a planned gift. This letter is ideal for a faith-based hospitals. If you have two extra minutes to edit it, you can make it work for any kind of hospital.

    Why you need it

    As you know, your best planned giving prospects aren’t necessarily your wealthiest donors. Your best planned giving prospects are your most loyal donors. Send this letter to those people. They love you. They believe in your mission. They would make a planned gift if they knew how. Now, it’s your job to tell them how. This letter makes it easy.

    • Warm, friendly, personal tone.
    • Ready to go. Just copy the text onto your letterhead, plop in your personal information and drop the letter in the mail.
    • Get attention and generate leads.

    How it’s structured

    • A conversational introduction that gets your readers’ attention.
    • An inspiring overview of the benefits of planned gifts.
    • An invitation to respond to learn more. (Get ready to take some people out for coffee!)

    Software needed

    • Microsoft Word
    Learn More
    $195.00
  2. eBrochures - A Deferred Gift Annuity for Younger Donors

    eBrochures - A Deferred Gift Annuity for Younger Donors

    Planned giving eBrochures for your website.

    A Deferred Gift Annuity for Younger Donors
    Give now. Increase your retirement later.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  3. eBrochures - Gifts Anyone Can Make

    eBrochures - Gifts Anyone Can Make

    Planned giving eBrochures for your website.

    Gifts Anyone Can Make
    Four simple ways an ordinary person can make an extraordinary impact on the future.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  4. eBrochures - The Last, Best Tax Break?

    eBrochures - The Last, Best Tax Break?

    Planned giving eBrochures for your website.

    The Last, Best Tax Break?
    Buy low and give high with appreciated securities.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  5. eBrochures - The Gift Hiding in the Back of Your Desk Drawer

    eBrochures - The Gift Hiding in the Back of Your Desk Drawer

    Planned giving eBrochures for your website.

    The Gift Hiding in the Back of Your Desk Drawer
    Ensure your impact on the future with a gift of life insurance.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  6. eBrochures - Are You Living in What Could Be Your Legacy?

    eBrochures - Are You Living in What Could Be Your Legacy?

    Planned giving eBrochures for your website.

    Are You Living in What Could Be Your Legacy?
    Before you face the dreaded capital gains tax, consider making a gift of real estate.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  7. eBrochures - Real Estate Makes a Real Difference

    eBrochures - Real Estate Makes a Real Difference

    Planned giving eBrochures for your website.

    Real Estate Makes a Real Difference
    Did you know you can donate your home, take a tax deduction and continue living there for the rest of your life?

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  8. eBrochures - The Tax Trap on Your Retirement Plan

    eBrochures - The Tax Trap on Your Retirement Plan

    Planned giving eBrochures for your website.

    The Tax Trap on Your Retirement Plan
    A simple way to avoid unnecessary taxes, provide for your loved ones, and make a very special charitable gift.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  9. eBrochures - Want to Pay Even More Taxes?

    eBrochures - Want to Pay Even More Taxes?

    Planned giving eBrochures for your website.

    Want to Pay Even More Taxes?
    Without a will, Uncle Sam is your happiest heir.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  10. eBrochures - Too Late. I Already Have a Will

    eBrochures - Too Late. I Already Have a Will

    Planned giving eBrochures for your website.

    Too Late. I Already Have a Will.
    You can still use your will to make a legacy gift. It’s simple.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  11. eBrochures - Who Needs a Will? You do. Here's Why.

    eBrochures - Who Needs a Will? You do. Here's Why.

    Planned giving eBrochures for your website.

    Who Needs a Will? You do. Here’s Why.
    A no-nonsense primer on how your will (or lack thereof) affects you and the people and causes you care about.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00
  12. eBrochures - Want to be Remembered?

    eBrochures - Want to be Remembered?

    Planned giving eBrochures for your website.

    Want to be Remembered?
    Where there’s a will, there’s a way.

    Why you need it

    More and more these days, people want to do their research before they pick up the phone. Make it easy for your prospects to say, “Yes! Tell me more” by offering eBrochures on your website that explain the major planned gifts.

    • Catchy headlines and clean design.
    • Easy-to-get language that takes the fear out of planned giving and piques their curiosity about the benefits.
    • Perfect as a free download for your website.

    What’s included

    • Clean, professionally designed template with stock photos you can use or easily replace with your own.
    • Simple language that explains how the gift works and highlights the benefits.
    • A call to action that makes it easy for the prospect to request more information.

    Software needed

    • Adobe InDesign
    Learn More
    $299.00

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