Search results for 'life insurance'

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  1. Financial Articles - Estate Planning Series

    Financial Articles - Estate Planning Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The Estate Planning Series includes 14 filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    Estate Planning

    1. Remainder Trusts For Charity
    2. A Winning Will
    3. The Revocable Living Trust
    4. Gifting is a Win-Win
    5. A Will To Live
    6. Considerations When Choosing an Executor or Trustee
    7. Settling the Estate
    8. Do You Need A QTIP?
    9. Life Insurance and Your Estate
    10. The FLP as a Beneficiary
    11. What You Need to Know to Develop a Succession Plan for Your Family-Owned Business
    12. Estate Planning for Non-Traditional Situations
    13. Taxing My Generation
    14. Why You Need to Review Your Estate Plan Now
    15. How to Choose an Estate Planning Attorney
    Learn More
    $295.00
  2. Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

    Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

    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...
    Learn More
    $435.00
  3. "I'm Too Young to Make a Gift!"

    "I'm Too Young to Make a Gift!"

    Tell your younger donors about the gift planning techniques they can use to make significant gifts to your charity. This benefits-focused brochure shows how deferred gift annuities, flip unitrusts and gifts of life insurance can help your donors make major gifts before they retire and how these gifts can help THEM during their retirement years.

    Can be used as brochure, newsletter or article.

    How the copy is structured:

    • Introduction
    • Deferred Gift Annuities (with planning points)
    • Growth-Oriented Unitrusts (Charitable Remainder Unitrusts and Flip Unitrusts)
    • Life Insurance
    • Call to action

    Learn More
    $395.00
  4. Bequests, Gifts of Life Insurance, Gifts from Retirement Plans (This Year, Resolve to Update Your Estate!)

    Bequests, Gifts of Life Insurance, Gifts from Retirement Plans (This Year, Resolve to Update Your Estate!)

    Here's a timely brochure about bequests, life insurance and IRAs to get your prospects over their procrastination and on to reviewing their estate plan — and then making an estate gift to you.

    How many times have you heard, "Put your organization in my will?" Sure, sure — just haven't gotten around to it yet. Well, this lively brochure energizes those prospects by demonstrating that the task of looking over their plans, and making needed changes, is a simple, manageable, Sunday-afternoon job.

    Highlights the most frequent reasons that estate plans become outdated, and tells readers what to do to make needed corrections.

    Closes with a strong push to get prospects to add a bequest to your organization, or give you a paid-up insurance policy that they realized their family no longer needed.

    These three gifts cover over 80% of all planned gifts, are easy to give and accept, and are popular since they do not affect one's cash flow during lifetime.

    Simple. Understandable. Compelling.This is truly an elegant leave-behind that deserves to be well-designed and printed in 4 colors!

    How the copy is structured:

    • Introduction ("We all have good resolutions, but they're hard to stick to.")
    • Who will be a beneficiary?
    • What are your assets, and what are your needs?
    • How and when will you transfer assets?
    • Some planning points (includes sample bequest language)
    Learn More
    $330.00
  5. These Gifts Make Giving Easier

    These Gifts Make Giving Easier

    Here’s a timely brochure to put in front of prospects who worry that they can’t afford to make a gift to you. It presents four non-cash giving alternatives, planned gifts that cost your donors little to nothing while they’re alive yet provide substantial benefits to your organization.

    Focusing on “gifts anyone can afford,” and emphasizing your desire to partner with your donors in their giving, this is an excellent brochure for tough times. The copy lets prospects know that you empathize with their economic anxieties, then explains these practical giving options:

    • Bequests
    • Life Insurance
    • Gift Annuities
    • IRA

    These options will help them to make that bigger, more transformative gift.

    The copy can be modified to serve as newsletter content or an article/column.

    How the copy is structured:

    • Introduction “We know you've watching your expenses in this economy. We are too!”
    • Make the gift that costs nothing during your lifetime.
    • There's a gift hiding in the back of your desk drawer (“Are you maintaining more life insurance than your family still needs?”).
    • Worried that stocks you're holding may soon decline in value? You can lock in their value... (includes example)
    • You may qualify for a special tax break on your giving
    Learn More
    $260.00
  6. Don't Just Make a Gift - Plan It (Gift Planning Overview)

    Don't Just Make a Gift - Plan It (Gift Planning Overview)

    Typical ways-of-giving pieces can confuse readers with poor organization and too much detail. But this brochure gives your prospects the Big Picture – clearly and concisely – of all their planned gift options. We've grouped the gifts into three logical categories, then described how each one works. (Remember, you can edit out of the piece any gift plans you do not want to include!) The prospect is then guided to you for more information and follow-up.

    Fairly short, yet comprehensive, this is a cost-effective, prospect-focused, benefits-based alternative to the traditional ways-of-giving brochure, which too often soaks up too much of your marketing budget while delivering too few leads.

    How the copy is structured:

    • Introduction (“A well-planned gift can achieve your goals, and prospects' goals at the same time.”)
    • Strategy #1: Give an asset instead of cash (discusses all simple assets to give)
    • Strategy #2: Make a gift that pays you back (discusses CGAs, CRTs and Bargain Sales)
    • Strategy #3: Make a gift that costs you nothing during your lifetime (discusses Bequests and introduces the codicil. Also covers IRAs, Life Insurance and, as an option, a Retained Life Estate.)
    • Take the next step…
    Learn More
    $395.00
  7. Financial Articles - Insurance of All Kinds Series

    Financial Articles - Insurance of All Kinds Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The Insurance of All Kinds Series includes seven filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    Insurance of All Kinds

    1. Insurance of All Kinds
    2. Term & Permanent Life Insurance
    3. Permanent Insurance Overview Whole and Universal
    4. Auto Insurance
    5. Health Insurance – How It Works
    6. Private Mortgage Insurance
    7. Homeowners Insurance
    Learn More
    $295.00
  8. Today and/or Tomorrow

    Today and/or Tomorrow

    This article lays out the options available to your donors regarding when and how they can fund an endowment. When they understand how much flexibility exists, it is that much easier to convince them to set up an endowment of their own. And it may motivate them to do it sooner rather than later.

    The copy can be modified to serve as newsletter content or a brocnure / e-brochure.

    How the copy is structured:

    • Introduction “Endowments are not beyond your grasp!”
    • The Basics Today (options for during your lifetime): Cash, appreciated, marketable securities
    • Tomorrow (Testamentary Endowment): bequest, Charitable Remainder Trust, life insurance
    • Today and Tomorrow
    Learn More
    $295.00
  9. Relax, It's Revocable! (Gift Planning Overview)

    Relax, It's Revocable! (Gift Planning Overview)

    Even donors who want to support your mission may be loathe to part with assets irrevocably.

    This brochure cuts to the chase on revocable gifts that donors can make today that cost them nothing, and that can be modified if needed. The piece encourages donors to make one of these revocable gifts and then relax! So donors who just aren't ready to permanently part with assets will understand the simplicity and ease of gifts that enable them to retain their peace of mind.

    The copy can be modified to serve equally well as an article/column or newsletter content.

    How the copy is structured:

    • Introduction — "In our communications, we've mentioned various kinds of gift plans for you to consider."
    • Explanation of the most popular revocable gifts: bequest; beneficiary of life insurance; beneficiary of a retirement plan.
    • What it means to be "revocable"
    Learn More
    $255.00
  10. Bequests, Life Insurance, Retirement Plans, Gift Annuities

    Bequests, Life Insurance, Retirement Plans, Gift Annuities

    This testimonial package covers your four most popular gift plans.

    Testimonials are very effective marketing tools — they build credibility for your program by putting your words about planned gifts in the mouths of satisfied donors. But what if you haven't been able to secure testimonials yet, or don't have them for all the gift plans that you offer?

    While it's best to use real donors and their pictures in testimonials, you can put our prepared testimonials to work enhancing your marketing right away.

    This package of four testimonials promotes the popular gifts in most every program: bequests, gifts of life insurance and from retirement plans, and charitable gift annuities.

    We suggest the following format for testimonials: a thumbnail photo of the donors plus a quote about how much they like their gift as a "teaser" on your home page or other appropriate page; then Read more linking readers to the main story.

    (Note that the names of the gift plans in brackets are for your sorting purposes, and are not meant to be published.)

    Learn More
    $325.00
  11. eBrochures - Complete Set

    eBrochures - Complete Set

    Planned giving eBrochures for your website.

    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

    Available eBrochures

    • Charitable Remainder Trust
      The customizable gift that pays you income for life.
    • Charitable Lead Trust
      The gift that leaves more for your family.
    • Charitable Gift Annuity
      The gift that pays you back—for life!
    • 9 Essential Questions About Your Will
      The answers make a big difference in the lives of those you love.
    • A Deferred Gift Annuity for Younger Donors
      Give now. Increase your retirement later.
    • Gifts Anyone Can Make
      Four simple ways an ordinary person can make an extraordinary impact on the future.
    • The Last, Best Tax Break?
      Buy low and give high with appreciated securities.
    • The Gift Hiding in the Back of Your Desk Drawer
      Ensure your impact on the future with a gift of life insurance.
    • Are You Living in What Could Be Your Legacy?
      Before you face the dreaded capital gains tax, consider making a gift of real estate.
    • 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?
    • 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.
    • Want to Pay Even More Taxes?
      Without a will, Uncle Sam is your happiest heir.
    • Too Late. I Already Have a Will.
      You can still use your will to make a legacy gift. It’s simple.
    • 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.
    • Want to be Remembered?
      Where there’s a will, there’s a way.
    Learn More
    $1,499.00
  12. 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

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