Planned Giving Postcards

Planned giving postcards serve as exceptional lead generation tools:

  • They’re engaging.
  • They’re concise.
  • They’re affordable.
  • They stand out.

These oversized postcards are fully customizable and are designed to stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 80% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

Each postcard series comes with a variety of 8 different options (some even more!). Use each option for a different mailing. So in essence, there are “8 postcards” in one.

Important: one will need Adobe InDesign to work with these files.

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  1. Postcard - Planned Giving General (Overview)

    Postcard - Planned Giving General (Overview)

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote planned gifts?

    Your donors want to be inspired. They want to make a difference. They want to be remembered. Planned gifts are the perfect way to make all that happen! (Not to mention the great tax benefits.) As you know, decisions about planned gifts aren’t made on the spot. This card is a friendly “touch” that that get the wheels turning. You’ll follow it up with other “touches” to keep the momentum going, and eventually close the gift.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of planned giving and makes a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  2. Postcard - Holiday / Valentine's Day

    Postcard - Holiday / Valentine's Day

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote planned gifts at Valentine’s Day?

    It happens all the time. A person passes away and—surprise! The will includes a charitable bequest no one knew about. Or somebody designates their IRA to your charity but never tells you about it. (And as you know, the plan administrator isn’t obligated to notify you.) If your supporters are planning a gift to your organization, don’t you want to know about it? This Valentine’s Day, discover your “secret admirers.” This card motivates your donors to tell you about gifts they’ve already made AND gets them thinking about new planned giving opportunities.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  3. Postcard - Holiday / Year-End Appreciated Securities

    Postcard - Holiday / Year-End Appreciated Securities

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote appreciated securities at year-end?

    People like to give stock. It gives them significant tax benefits and leaves their cash flow untouched. The people on your mailing list who hold stocks, bonds and mutual funds will be thrilled to know about this tax-savvy charitable giving option.

    At year end, some people need to be nudged. A last-minute deduction could have easily skipped their mind… so there can’t be a better time to motivate them to give.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  4. Postcard - Holiday / New Year's Resolution

    Postcard - Holiday / New Year's Resolution

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote planned gifts at New Years?

    Tap into your prospects’ enthusiasm about starting the New Year with a bang. This card is a perfect “touch” at the start of the year and paves the way for other messaging in the months to come.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  5. Postcard - Legacy Society

    Postcard - Legacy Society

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote your legacy society?

    This taps into 2 of the top 7 emotional triggers that are proven to get results in direct mail: FLATTERY and EXCLUSIVITY. People want to feel special. They want to be remembered. And as we know, most donors do want to be recognized in some way for their giving. (Even the ones who insist they don’t!) By promoting your legacy society, you appeal to these powerful emotions. These postcards do double duty:

    1. Uncover planned gifts people have already made
    2. Create new leads for planned giving prospects

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  6. Postcard - Appreciated Securities

    Postcard - Appreciated Securities

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote Appreciated Securities?

    People like to give stock. It gives them significant tax benefits and leaves their cash flow untouched. The people on your mailing list who hold stocks, bonds and mutual funds will be thrilled to know about this tax-savvy charitable giving option.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  7. Postcard - Real Estate

    Postcard - Real Estate

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote gifts of real estate?

    Real estate may be the most untapped asset in the world of philanthropy. The Greatest Generation is sitting on billions of dollars of real estate! Yet the vast majority of nonprofits do not even accept gifts of real estate. If your nonprofit does, you’re poised to strike gold! Get the word out to your prospects about this philanthropic opportunity and tell them about the benefits it gives them.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  8. Postcard - Bequests

    Postcard - Bequests

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote Bequests?

    Bequests are the bread & butter of planned gifts. Bequests are easy to give and easy to receive. A surprising number of people think that bequests are complicated. You can deliver the good news that a gift in your will or trust is oh-so-very simple. Your prospects will be delighted to know they can make a significant impact on the future with this very simple, meaningful gift.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  9. Postcard - Charitable Gift Annuity and Deferred Gift Annuity (CGAs and DGAs)

    Postcard - Charitable Gift Annuity and Deferred Gift Annuity (CGAs and DGAs)

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote CGAs and DGAs?

    Donors love CGAs! After all, who doesn’t want a steady stream of tax-free cash they can count on? Especially in this uncertain economy with low payout rates! All that while supporting a cause you care about? CGAs are an easy sell. And this postcard makes it even easier. The template covers CGAs and DGAs option. Simply delete the DGA language if it does not apply to your audience.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  10. Postcard - Life Insurance

    Postcard - Life Insurance

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote gifts of Life Insurance?

    Unlike many of the other planned gifts, life insurance is something most people are already familiar with. It makes it easy to talk about! Your prospects will be surprised to learn about the creative ways they can “unlock the full potential” of their life insurance to benefit a cause they care about.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  11. Postcard - Holiday / Thanksgiving Theme

    Postcard - Holiday / Thanksgiving Theme

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote planned gifts at Thanksgiving?

    Thanksgiving is a perfect time to “touch” your prospects with a message about planned gifts. Nine out of 10 Americans celebrate the holiday. Generosity is in the air. Your message will get through with far less competition than other, more hectic holidays. Plus, you can wrap your planned giving message into a warm “thank you” theme your prospects will appreciate.

    Although it’s the perfect time to “thank”, do not forget random “thank you” messages throughout the year.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  12. Postcard - Beneficiary Designation

    Postcard - Beneficiary Designation

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote Beneficiary Designations?

    This is the legacy gift anyone can make. All it takes is a simple signature. Plus, it keeps your money out of probate. People like that. In the case of retirement accounts, it avoids significant taxes. People like that, too. Many people would gladly designate a bank account, retirement account or insurance policy to support a mission they believe in if they knew how easy it was. So tell them!

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00

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