Search results for 'real estate'

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  1. Home Sweet Home

    Home Sweet Home

    This title will get your donor's attention.

    What does not moving out of their house have to do with making a charitable gift? The article answers that question, and more, by explaining how a retained life estate gift works, and how it enables donors to gift real estate in a way that benefits both themselves and your nonprofit.

    How the copy is structured:

    • Introduction
    • “Your house is your most significant asset.”
    • How a Retained Life Estate works
    • Deeding your home
    • Getting an appraisal
    • Maintenance of the home
    Learn More
    $200.00
  2. Year-End Giving (Smart Planning = Wise Giving)

    Year-End Giving (Smart Planning = Wise Giving)

    This is an ideal time to share charitable giving basics with your donors to help them plan smartly to give wisely.

    This brochure does it right. Copy compares the features and benefits of cash and appreciated property gifts. It clearly explains the tax rewards available to your donors, and offers a brief checklist for making sure that a year-end gift gets to you on time. The piece also highlights restricted vs. unrestricted giving, and the prospect is guided to you for follow-up and gift close.

    Copy can be modified for use as both a brochure and newsletter copy.

    How this copy is structured:

    • Introduction (Smart Planning = Wise Giving)
    • The basics – what you need to know (discussion of deductions)
    • What to give? (explaining cash, securities, real estate, tangible personal property, business interests)
    • When to make a gift? (important technical issues)
    • How will we use the gift?
    Learn More
    $380.00
  3. Will You Be a Last Minute Charlie?

    Will You Be a Last Minute Charlie?

    Making charitable gifts often requires advanced planning. For example, non-cash gifts — appreciated securities, real estate, etc. — take time. While donors can place a check in the mail on December 31st, they can't decide on December 29th to make a non-cash gift; it is too late to complete the transaction before year-end. Other considerations include real estate appraisals, environmental assessments, and any unforeseen problems that may arise. To encourage the receipt of non-cash gifts, get your donors thinking about these gifts early enough so they don't become last-minute Charlies. This is a short, snappy piece to nudge them along in that direction.

    How the copy is structured:

    • Introduction ("If you are considering the donation of something other than cash...")
    • December is a busy month for charities
    • Importance of advanced planning when involving lawyers, brokers, financial planners and money managers.
    • Start your planning process early!
    Learn More
    $215.00
  4. What's Your Real Estate Done for You Lately?

    What's Your Real Estate Done for You Lately?

    Donors skeptical about using real estate for a charitable gift should ask themselves ”What has my real estate done for me lately?”

    If the answer is, "nothing" then maybe it's time for them to put that real estate to work.

    This brochure explains how using non-income producing real estate to fund a charitable gift can provide not only an income stream but also tax benefits. The piece motivates your donors to look at their real estate in a new light.

    Can also be used as newsletter content, or as an article/column.

    What's included in this copy:

    • Introduction “The first question you should ask yourself is, ‘What has my real estate done for me lately?’"
    • Six questions to consider
    • What are your options?
      1. Sell the property and invest in income-producing assets.
      2. Transfer the property to a charitable trust Invitation for a conversation
    Learn More
    $190.00
  5. To Build and Sustain

    To Build and Sustain

    This brochure features engaging, benefits-driven copy that explains the full range of gift planning options to your prospects. It includes sidebars, callouts and examples to keep the reader both interested and informed.

    Copy can be customized (we recommend it!) to include references to your organization's specific programs and fundraising goals. Remember that you can also edit the copy to highlight particular gifts you are promoting, or eliminate those that you do not currently offer.

    The piece includes simple examples and bequest language. (For more comprehensive bequest language, see Product 1019.)

    How the copy is structured:

    • Introduction “Planning makes the difference.”
    • Choosing what to give today; cash or appreciated property (securities and real estate as an alternative to cash)?
    • Planning now for future giving; the cornerstone gift – bequests; gifts of retirement assets; gifts of life insurance.
    • Partnering in giving; fixed payments for life with a Charitable Gift Annuity; future payments for younger donors with the Deferred Gift Annuity; plus those versatile gifts that also add to income, Unitrusts and Annuity Trusts.
    • Gifts that give more to your heirs: Lead Trusts
    • Real estate gifts with special benefits: Bargain Sale
    • Gifts that keep memories alive Gifts that last forever (designated for endowment)
    Learn More
    $695.95
  6. Gift Planning Overview

    Gift Planning Overview

    Engaging, benefits-driven copy tailored to alumni and friends of faith-based colleges and universities.

    This comprehensive brochure offers the full range of gift planning options to your prospects, and is written to include sidebars, callouts and examples to keep the reader interested and informed. Copy can be customized (we encourage it!) to include references to your school's specific programs and fundraising goals.

    Remember that you can edit the copy to highlight gifts you are promoting, or eliminate descriptions of gift plans (e.g., lead trusts, bargain sales, retained life estates, endowed gifts) that you do not currently offer.

    Note: Same as Product 3000, but with a faith-based tone.

    Includes a few simple examples as well as simple bequest language. For more comprehensive bequest language, see Product 1019.

    How the content is structured:

    • Introduction ("Planning makes the difference.")
    • Choosing what to give today
      • Cash
      • Appreciated property (securities, real estate as an alternative to cash
    • Planning now for future giving
      • The Cornerstone Gift: Bequests
      • Gifts of retirement assets
      • Gifts of life insurance
    • Partnering in giving
      • Fixed payments for life: charitable gift annuity
      • Future payments for younger donors: DGA
      • Versatile gifts that add to income: Unitrusts and Annuity Trusts
    • A gift that gives More to your heirs: Lead Trust
    • Real estate gifts with special benefits: Bargain Sale
    • Gifts that keep memories alive
    • Gifts that last forever (designated for endowment)
    Learn More
    $885.00
  7. Got Real Estate?

    Got Real Estate?

    It's common knowledge that one of most important assets your donors hold is real estate: their personal residences, vacation homes, undeveloped land, rental, and commercial property. And they could have real estate that their children don't want or that they don't have anyone to whom they want to leave it.

    For these donors, this brochure brings an important message — that there are ways to use real estate to make a meaningful gift to your nonprofit. It highlights the ways real estate can be used to fund their gift.

    How the copy is structured:

    • Introduction
    • “Even if real estate has taken a beating, it can still make an excellent gift.”
    • Give a share.
    • Put the property to work for you (funding a Charitable Remainder Trust).
    • Give away your home without moving out.
    Learn More
    $275.00
  8. What Do You Want Your Gift To Do — For You?

    What Do You Want Your Gift To Do — For You?

    This lively overview brochure of gift plans highlights how receiving benefits back from a gift helps donors be more generous in supporting your organization.

    An engaging, you-can-do-it introduction leads to a 3-column table (chart) that matches 12 gift plans with specific donor goals and benefits. Demonstrates for prospects the range of gift choices they have, and how many of their financial goals can be reached with the help of a well-planned gift.

    Can also be used as newsletter content; an excellent companion piece for our "To Build and Sustain" brochure.

    How the brochure is structured:

    • Introduction
    • Concise, easy-to-understand 3-column table (chart) matching donor goals with gift benefits
    • Gift types include: cash; appreciated stock, bonds, mutual funds; real estate; life insurance; closely held stock; bequests; retirement plans; CGAs; DGAs; lead trusts; retained life estates.
    Learn More
    $230.00
  9. Should a Cardiologist Perform Orthopedic Surgery?

    Should a Cardiologist Perform Orthopedic Surgery?

    Your donors don't always understand that the law, just like medicine, is specialized. Too often we've heard donors say they have a swell attorney who can help them with their estate planning. Too often this attorney's expertise is in real estate, contracts, or putting business deals together.

    For estate planning, wills and trusts preparation, etc., they need an attorney skilled in that area of specialty. We make this point by posing that punchy question to your donors in the headline. If a cardiologist shouldn’t perform orthopedic surgery, then why ask a real estate attorney to do your estate plan?

    The article clarifies the issues and motivates donors to set up their estates right – with your nonprofit remembered in them!

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

    How this document is organized:

    • Introduction – compelling questions
    • The law is vast: just like medicine
    • The laws vary state by state: “If you lived in Pennsylvania but now are retired in Florida…”
    • New tricks of the trade: new laws are enacted; others are amended ("IRS issues PLRs…")
    • Finding Mr. or Ms. Right
    Learn More
    $215.00
  10. 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
  11. 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
  12. 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

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