Search results for 'personal property'

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  1. Planned Giving Essentials

    Planned Giving Essentials

    When your organization is ready to launch a new planned giving effort to raise more and larger gifts, Planned Giving Essentials by Brian M. Sagrestano, JD, CFRE, provides the foundation you need for the results you want.

    Implemented over twelve months, Planned Giving Essentials is ideal for the small to mid-sized shop that does not want to hire a full-time planned giving professional but does want to raise funds through bequests, retirement plan designations, life insurance and other legacy gifts.

    Featuring personalized face-to-face and phone consultation, Planned Giving Essentials enables you to strengthen your organization by sharing with your constituents all the benefits of planned gifts — so you can move forward with confidence toward a more secure future.

    Planned Giving Essentials will enable your organization to:

    • Establish the core infrastructure of a planned giving program,
    • Identify the best gift planning prospects,
    • Create an effective communications and marketing plan to reach those prospects,
    • Develop a stewardship program to maintain and enhance your relationships with gift donors, and
    • Craft a plan for sustainable growth going forward.

    This product not available at storewide discount pricing.

    Learn More
    $20,000.00
  2. Like the Rock of Gibraltar (CGAs)

    Like the Rock of Gibraltar (CGAs)

    The current economic climate is challenging and full of uncertainties — we're not telling you anything you and your donors don't already know. Assets — including those owned by your donors — have tumbled in value.

    Is there anything your donors can rely on in these uncertain times? There is, and it is called the charitable gift annuity. In fact, the payments are rock solid, just like the Rock of Gibraltar. That's the message of this brochure. It appeals to prospects, and it's a great way to market gift annuities.

    How the copy is structured:

    • Introduction
    • "Satisfaction — that's what we hear from our charitable gift annuity donors. Satisfaction in supporting [your nonprofit]. But in addition to that satisfaction, what makes a charitable gift annuity so solid? So, well, like the Rock of Gibraltar?"
      • It's reliable
      • It's unchanging
      • It's recurring
      • It's lasting
    • Follow-Up — "We'd be delighted to prepare a personalized gift annuity illustration for you."
    Learn More
    $120.00
  3. Introduction to Planned Giving

    Introduction to Planned Giving

    This elegantly written, easy-to-understand letter gently introduces (or re-introduces) the concept of "giving wisely" (i.e., planned giving) to your prospects. It also works well in guiding your prospects to that spiffy new gift planning website you've just uploaded! But even if you haven't got your gift planning website up and running yet, this letter is a great way to reach out to your prospects with critical basic concepts about planned giving.

    NOTE: This letter is also available at significant savings as part of a convenient and effective combination package, Product 2007.

    Planned giving is news! Instead of leaving it to chance, encourage your prospects to contact you or visit your website to discover how they can make a bigger difference for your nonprofit — and themselves — than they may have thought possible. This personalized and customizable letter is just what you need.

    Designed to appeal to prospects by highlighting the benefits of gift planning, this letter can be adapted for use as a fundraiser's column in your publications, or as a secondary article in a newsletter. It's easy!

    NOTE: Same copy is available ready to go in newsletter/column format. See Product 1018 Do not download both these documents since the copy is essentially the same.

    How the letter is organized:

    • Introductory paragraph (personalize with information about your organization)
    • Bulleted items highlighting several benefits of gift planning ("Did you know...?")
    • Call to action
    Learn More
    $69.95
  4. Planned Giving Policy Manual

    Planned Giving Policy Manual

    "A terrific reference for busy development officers and gift entry staff."

    The Planned Giving Policy Manual by T. Joseph McKay, JD, CPA, CLU is widely regarded as the #1 sample policy and procedures manual for promoting and accepting non-cash gifts.

    Easy to read, accurate and authoritative, the Manual is made available in MS Word format to ensure quick and easy downloading and customization. You can personalize The Manual throughout with the name of your nonprofit organization, and readily adapt it to your own specific requirements.

    Can be used as a desk reference manual and training guide for everyone involved in the ongoing gift solicitation and acceptance process.

     

    The Author

    A planned giving consultant based in Denver, CO, T. Joseph McKay, JD, CPA, CLU has served as the planned giving officer for nationally recognized higher education and healthcare organizations since beginning his development career in 1986. Also by T. Joseph McKay: Planned Giving "Elevator Speeches" for All Fundraisers Free download!

    Learn More
    $425.00

    Out of stock

  5. What Do You Know?

    What Do You Know?

    Never underestimate the appeal of puzzles and word game! You can use this fun and simple quiz as an article in your publications to get potential annuitants thinking about the advantages of gift annuities. You can also employ this multiple choice quiz as part of a power point presentation on gift annuities to your volunteers or board members. Let them have some fun, too, learning about gift annuities while testing their knowledge of the subject!

    How the document is structured:

    • Introduction “What Do You Know?” 
    • Ten quiz questions that cover the gift annuity basics; with answer key.
    •  “Any questions? We'd be delighted to answer them and/or prepare a personalized gift annuity illustration.”
    Learn More
    $100.00
  6. Put a Charitable Gift Annuity to Work For You

    Put a Charitable Gift Annuity to Work For You

    Here's an article that explains the basics on the most popular life-income gift on the market! It features clear, yet simply-stated gift descriptions; extensive, detailed benefits listings; plus comparison of immediate-payment versus deferred and flexible gift annuities.

    Payment rates cited reflect XXX rate revisions by American Council on Gift Annuities.

    This article can also be modified to serve as a personalized solicitation letter to prospects, newsletter content, or a seminar hand-out.

    How the copy is structured:

    • Introduction ("Locked into low yield investments?")
    • Explanation of how a charitable gift annuity works
    • Advantages of a charitable gift annuity: stable, predictable income; high rate of return; charitable tax deduction; tax-advantaged income; minimized capital gains tax; reduced estate tax; flexible payments.
    • Three types of charitable gift annuities: Immediate Payment; Deferred Payment; Flexible Payment
    Learn More
    $285.00
  7. Hospital Solicitation Letter with Reply Intention Form

    Hospital Solicitation Letter with Reply Intention Form

    BONUS!
    Free reply form when you purchase any solicitation letter. Increases response rates and identifies your best planned giving prospects so you can be efficient with your limited time.

    A one-page letter (304 words) that introduces your loyal donors and supporters to the idea of making a lasting impact with a planned gift. This letter works for any hospital, large or small, faith-based or secular.

    Why you need it

    As you know, your best planned giving prospects aren’t necessarily your wealthiest donors. Your best planned giving prospects are your most loyal donors. Send this letter to those people. They love you. They believe in your mission. They would make a planned gift if they knew how. Now, it’s your job to tell them how. This letter makes it easy.

    • Warm, friendly, personal tone.
    • Ready to go. Just copy the text onto your letterhead, plop in your personal information and drop the letter in the mail.
    • Get attention and generate leads.

    How it’s structured

    • A conversational introduction that gets your readers’ attention.
    • An inspiring overview of the benefits of planned gifts.
    • An invitation to respond to learn more. (Get ready to take some people out for coffee!)

    Software needed

    • Microsoft Word
    Learn More
    $195.00
  8. Private School Solicitation Letter with Reply Intention Form

    Private School Solicitation Letter with Reply Intention Form

    BONUS!
    Free reply form when you purchase any solicitation letter. Increases response rates and identifies your best planned giving prospects so you can be efficient with your limited time.

    A one-page letter (363 words) that introduces your loyal donors and supporters to the idea of making a lasting impact with a planned gift. This letter is ideal for any kind of private school, large or small.

    Why you need it

    As you know, your best planned giving prospects aren’t necessarily your wealthiest donors. Your best planned giving prospects are your most loyal donors. Send this letter to those people. They love you. They believe in your mission. They would make a planned gift if they knew how. Now, it’s your job to tell them how. This letter makes it easy.

    • Warm, friendly, personal tone.
    • Ready to go. Just copy the text onto your letterhead, plop in your personal information and drop the letter in the mail.
    • Get attention and generate leads.

    How it’s structured

    • A conversational introduction that gets your readers’ attention.
    • An inspiring overview of the benefits of planned gifts.
    • An invitation to respond to learn more. (Get ready to take some people out for coffee!)

    Software needed

    • Microsoft Word
    Learn More
    $195.00
  9. University Solicitation Letter with Reply Intention Form

    University Solicitation Letter with Reply Intention Form

    BONUS!
    Free reply form when you purchase any solicitation letter. Increases response rates and identifies your best planned giving prospects so you can be efficient with your limited time.

    A one-page letter (323 words) that introduces your loyal donors and supporters to the idea of making a lasting impact with a planned gift. This letter is ideal for any kind of university, large or small. If you have two extra minutes, you can edit it to work for other types of educational institutions.

    Why you need it

    As you know, your best planned giving prospects aren’t necessarily your wealthiest donors. Your best planned giving prospects are your most loyal donors. Send this letter to those people. They love you. They believe in your mission. They would make a planned gift if they knew how. Now, it’s your job to tell them how. This letter makes it easy.

    • Warm, friendly, personal tone.
    • Ready to go. Just copy the text onto your letterhead, plop in your personal information and drop the letter in the mail.
    • Get attention and generate leads.

    How it’s structured

    • A conversational introduction that gets your readers’ attention.
    • An inspiring overview of the benefits of planned gifts.
    • An invitation to respond to learn more. (Get ready to take some people out for coffee!)

    Software needed

    • Microsoft Word
    Learn More
    $195.00
  10. Faith-Based Hospital Solicitation Letter with Reply Intention Form

    Faith-Based Hospital Solicitation Letter with Reply Intention Form

    BONUS!
    Free reply form when you purchase any solicitation letter. Increases response rates and identifies your best planned giving prospects so you can be efficient with your limited time.

    A one-page letter (304 words) that introduces your loyal donors and supporters to the idea of making a lasting impact with a planned gift. This letter is ideal for a faith-based hospitals. If you have two extra minutes to edit it, you can make it work for any kind of hospital.

    Why you need it

    As you know, your best planned giving prospects aren’t necessarily your wealthiest donors. Your best planned giving prospects are your most loyal donors. Send this letter to those people. They love you. They believe in your mission. They would make a planned gift if they knew how. Now, it’s your job to tell them how. This letter makes it easy.

    • Warm, friendly, personal tone.
    • Ready to go. Just copy the text onto your letterhead, plop in your personal information and drop the letter in the mail.
    • Get attention and generate leads.

    How it’s structured

    • A conversational introduction that gets your readers’ attention.
    • An inspiring overview of the benefits of planned gifts.
    • An invitation to respond to learn more. (Get ready to take some people out for coffee!)

    Software needed

    • Microsoft Word
    Learn More
    $195.00
  11. Landing page & eBroadcast Complete Pack (Education)

    Landing page & eBroadcast Complete Pack (Education)

    Copy for 7 ebroadcasts, each with a companion landing page, to promote the most popular planned gifts to prospects of a university, private school or other educational institution.

    Why you need it:

    It's a cluttered and noisy world. If you want to be heard, you need to "touch" your prospects 10-20 times a year with messages that capture their attention and prompt action. This product makes it easy and affordable to do just that. The emails have a lively, personal tone, and the landing pages present your message and call to action clearly, without the distraction of an entire website.

    • Catchy subject lines to increase email open rates. (e.g., "The worst asset to leave your heirs." and "The control you deserve.")
    • Compelling calls to action.
    • Easily track your audience's responses so you know what's working and what's not.

    What's included:

    • Ready-to-go copy for 7 emails. Drop it into your email marketing program, insert your information and hit "send."
    • Copy for 7 landing pages. Makes it easy for anyone with basic Web experience to set up your custom landing pages.
    • Topics covered:
      1. Appreciated Securities
      2. Beneficiary Designations
      3. Bequests
      4. Gifts from Your Estate Plan
      5. Charitable Gift Annuities (CGAs)
      6. Deferred Gift Annuities (DGAs)
      7. Gifts from your IRA and IRA Rollover gifts

    Software needed:

    • Microsoft Word
    • Email marketing program (e.g., Constant Contact, MailChimp, or your organization's internal software)
    • Landing page generator

    Note:

    Would you rather hire us to set up your ebroadcast and landing page? We're glad to help. Contact us for details.

    Learn More
    $999.00
  12. Landing page & eBroadcast - Appreciated Securities (Education)

    Landing page & eBroadcast - Appreciated Securities (Education)

    Copy for an ebroadcast and companion landing page to promote gifts of appreciated securities for prospects of a university, private school or other educational institution.

    Why you need it:

    It's a cluttered and noisy world. If you want to be heard, you need to "touch" your prospects 10-20 times a year with messages that capture their attention and prompt action. This product makes it easy and affordable to do just that. The email has a lively, personal tone, and the landing page presents a clear message without the distraction of an entire website.

    • Catchy subject lines to increase email open rates. (e.g., "Buy low. Give high." and "Make your mark on the future. No checkbook required.")
    • Compelling calls to action.
    • Easily track your audience's responses so you know what's working and what's not.

    What's included:

    • Ready-to-go copy for an email. Drop it into your email marketing program, insert your information and hit "send."
    • Copy for a landing page. Makes it easy for anyone with basic Web experience to set up your custom landing page.

    Software needed:

    • Microsoft Word
    • Email marketing program (e.g., Constant Contact, MailChimp, or your organization's internal software)
    • Landing page generator

    Note:

    Would you rather hire us to set up your ebroadcast and landing page? We're glad to help. Contact us for details.

    Learn More
    $295.00

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