Search results for 'appreciated securities'

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  1. Promoting Your Gift Planning Program

    Promoting Your Gift Planning Program

    Do you have a gift planning program, but haven't gotten your gift planning website up and running yet? Not to worry. You still can – and should – promote gift planning to your prospects with this persuasive direct mail solicitation letter. We suggest you use it in a targeted mailing to introduce, or reintroduce gift planning to your prospect base.

    The letter highlights gift planning benefits to increase your prospect's interest. You can also adapt the copy for use as a fundraiser's column in publications, or as a secondary article in a newsletter. It's really that simple!

    NOTE: the same copy in letter format is also available as part of Product 1018. Do not download both these documents since the copy is essentially the same.

    How the letter is structured:

    • Introduction — "Your support is of great value to us. We want it to be rewarding for you as well."
    • Brief examples of planned gift arrangements (i.e., "You can make a gift using appreciated securities," etc.)
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    $69.95
  2. 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
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    $295.00
  3. Why Give Stocks Instead of Cash?

    Why Give Stocks Instead of Cash?

    Although donors may consider using shares of appreciated stock for a capital gift, they may not be aware of the option to use them to fund an annual or year-end gift. Donating shares of stock can be a great way to make a charitable contribution without burdening cash flow. Inform your donors that using stock to fund their gifts may be a better alternative than cash.

    How the copy is structured:

    • Introduction ("Why give stocks instead of cash?")
    • What's in it for you? (5 advantages of gifting stock)
    • A case in point (example)
    • You must play by the rules (A few requirements/provisions)
    Learn More
    $215.00
  4. 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
  5. Diversify for Retirement (CGAs)

    Diversify for Retirement (CGAs)

    If your prospects are interested in diversifying their investment portfolio for retirement, but are worried about complications arising from the selling of assets and exposure to capital gains tax, then this article is for you. It explains something many prospects don’t realize: Portfolio diversification is one of the advantages of establishing a charitable gift annuity.

    If the donor uses appreciated, marketable securities to fund a charitable gift annuity, he or she won't have to sell the asset. And there are capital gains tax advantages to this strategy, too. This article explains all of that and more!

    How the copy is structured:

    • Introduction: "It's wise to diversify your portfolio"
    • You may not be aware that charitable giving and diversification can work together
    • Pay fewer taxes
    • A gift annuity helps you diversify your retirement
    Learn More
    $180.00
  6. Gifts of Appreciated Securities

    Gifts of Appreciated Securities

    Let your prospects know how they can save by giving appreciated securities instead of cash — an essential gift planning technique. This stand-alone brochure includes an example, planning points and instructions on transferring securities to you. Send it to prospects who request more information; leave it with prospects after a visit; or hand it out at seminars.

    How the copy is structured:

    • Introduction
    • Simple examples as to why it's more beneficial to give appreciated securities
    • Five important planning points
    • Instructions on how to give securities (securities held by your bank or broker; securities held by you; shares in a mutual fund)
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    $325.00
  7. Year-End Giving

    Year-End Giving

    Every year you want to find compelling reasons for your donors to make the year-end gifts that are so vital to your organization. Well, this year there are plenty of such reasons. his solicitation letter tells your prospects about them

    This letter highlights ways to benefit your organization that don't even require donors to open their checkbooks. Specifically highlighted are gifts of appreciated securities and charitable gift annuities. The copy encourages your donors to think outside the box about creative ways that they can support your organization and help you carry out your important mission.

    Send this compelling year-end letter to secure your organization's share of the extra giving that occurs before December 31, while maintaining focus on the larger, planned gifts that really make a difference.

    Learn More
    $130.00
  8. 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
  9. Gifts of Appreciated Assets (Appreciate Your Appreciated Property)

    Gifts of Appreciated Assets (Appreciate Your Appreciated Property)

    Even in the current economic climate, many of your donors are holding stocks that have appreciated significantly, yet many of them don't know the benefits of giving appreciated securities instead of cash.

    This concise brochure makes a persuasive case for gifts of appreciated property that will catch your prospects’ attention and motivate them to respond. Copy explains the tax details of a gift of stock using simple and non-technical yet accurate language, and includes a numerical example.

    As an additional feature, the copy introduces the concept of making a gift to your organization, but retaining income from it — a "teaser" on life-income gifts for your prospects.

    Readers are led to you for additional information and follow-up.

    How the copy is structured:

    • Introduction
    • Stock or Cash – Which to Give?
    • Example
    • What if you need the income from your stocks? (teaser on life income gifts)
    Learn More
    $72.00
  10. 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)
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    $695.95
  11. 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
  12. No-Hassle Giving the No-Hassle Way

    No-Hassle Giving the No-Hassle Way

    • FACT: Less than 5% of this nation's wealth is in cash and 95% is in assets.
    • FACT: Over 85% of all planned gifts are bequests, appreciated "stuff", gifts of retirement plans and life insurance.
    • FACT: These gifts are easy to give and do not affect donors' cash flow during their lifetime.

     

    What does this tell us about what you should be asking your donors to give and how they should give? Plenty!

    You should consider asking for non-cash assets the simplest way possible – through a bequest. For the other assets tucked inside retirement plans, financial accounts and in paid-up insurance policies, beneficiary forms are an easy way to designate the individuals and organizations to whom those assets should go.

    Given the prevalence of these assets and the ease with which bequests and beneficiary designations can be used to accomplish the gifting, doesn't it just make sense to market them to your donors? This friendly and persuasive e-brochure (can also be modified into a newsletter article or a solicitation letter) is just the thing to get that message across!

    Learn More
    $165.00

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