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.)
    Learn More
    $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
    Learn More
    $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. 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
  6. 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
  7. 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
  8. eBrochures - The Last, Best Tax Break?

    eBrochures - The Last, Best Tax Break?

    Planned giving eBrochures for your website.

    The Last, Best Tax Break?
    Buy low and give high with appreciated securities.

    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
  9. Postcard - Appreciated Securities

    Postcard - Appreciated Securities

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote Appreciated Securities?

    People like to give stock. It gives them significant tax benefits and leaves their cash flow untouched. The people on your mailing list who hold stocks, bonds and mutual funds will be thrilled to know about this tax-savvy charitable giving option.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  10. Postcard - Holiday / Year-End Appreciated Securities

    Postcard - Holiday / Year-End Appreciated Securities

    This is a fully customizable template for an oversized postcard that will stand out in your prospects’ mailboxes. In mere minutes, you can swap out your colors, insert your information and have a gorgeous direct mail piece ready to print and send. Any designer can work with you to do this. By using your internal resources to print and mail the card, you save 40% or more compared to what a full service mail house would charge. Direct mail has never been easier or more affordable!

    Why promote appreciated securities at year-end?

    People like to give stock. It gives them significant tax benefits and leaves their cash flow untouched. The people on your mailing list who hold stocks, bonds and mutual funds will be thrilled to know about this tax-savvy charitable giving option.

    At year end, some people need to be nudged. A last-minute deduction could have easily skipped their mind… so there can’t be a better time to motivate them to give.

    What you get:

    • Multiple options for catchy headlines that ensure your audience will turn the card over to read the back.
    • Simple, easy to “get” language that highlights the benefits of this gift plan, along with a sidebar of “More Ways to Make Your Mark on the Future,” and a compelling call to action.
    • Different layouts to choose from and quality images you can keep or replace with your own.

    Software needed:

    • Adobe InDesign
    Learn More
    $595.00
  11. 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
  12. 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)
    Learn More
    $325.00

1-12 of 24

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