Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

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This brochure demystifies planning for at-death gifts, and relates them to prospects' own estate planning. Clear, accurate overviews of bequests (with sample language included), gifts of retirement plan assets and life insurance (give surplus policy outright; make revocable designation of your organization as beneficiary), and charitable lead trusts.

This is a must-have, "back-up" brochure for every non-profit.

How the copy is structured:

  • Clear, accurate overviews of bequests (with sample language included)
  • Gifts of retirement plan assets
  • Gifts of life insurance (give surplus policy outright; make revocable designation of your organization as beneficiary)
  • Charitable lead trusts
  • The next step — we can help you start planning...

SKU: 3007

Availability: In stock

$435.00
$435.00

Details

Primary Topics

  • Gifts from Retirement Plans
  • Gifts of Life Insurance
  • Charitable Lead Trusts

Suggested Format

  • Brochure

No. of Words

  • 1,085

Suggested Headline

  • Plan Your Gifts for the Future