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  1. Be a Boy Scout and Be Prepared (Bequests)

    Be a Boy Scout and Be Prepared (Bequests)

    Approximately 60 percent of your supporters will die without a will. This upbeat and friendly brochure uses a folksy "be prepared" theme push prospects out of their inertia about writing a will — the greatest impediment you face in closing more estate gifts.

    Readers are guided to your organization for a will kit (we can help you assemble it) that will give them the information and encouragement they need to begin planning their estates. They are also encouraged to include a bequest to your organization, and then directed to you for follow-up information.

    Be sure to look over our broad selection bequest pieces. Each features a slightly different tone. You can chose the one that best communicates to your prospects — or alternate 2 or 3 different pieces throughout your bequest campaign.

    Learn More
    $65.00
  2. Give Now, Increase Your Retirement Income Later (DGAs)

    Give Now, Increase Your Retirement Income Later (DGAs)

    No, this isn't a contradictory message. Rather, it's a straightforward way to let your younger donors know that a deferred gift annuity could be both a gift and a savvy retirement strategy, all in one! This brochure shows donors one of the best advantages of a deferred gift annuity: it boosts their retirement income. It also encourages them to give now, since starting early produces the greatest benefits.

    This message is sure to put a new spin on charitable giving, especially for younger donors not familiar with how a deferred gift annuity works.

    How the copy is structured:

    • Introduction: “Like the rest of us, you are counting on a healthy retirement account that will support you financially in your retirement years. But here's another retirement strategy.”
    • Give now
    • Increase your retirement income later
    • Dependable retirement income for life
    Learn More
    $220.00
  3. 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
  4. What Happens If...

    What Happens If...

    Use this brochure as a gentle wake-up call to your donors to let them know the consequences of dying without a will.

    Most of your communications to your donors about wills tells them the good things a will can accomplish. But have you told them about what happens if they don't have a will? This piece motivates them to take action by illustrating the importance of estate planning. Plus they will be encouraged to think about the charitable bequests also explained in the brochure.

    Once a donor puts your organization in to their will, very few will ever take it out again!

    How this document is structured:

    • Introduction “You know that having a will is important, both for you and your family — what happens if you die without a will?”
    • Who decides? (Not you!) Implications for your heirs
    • What are you waiting for?
    • Contact us for complimentary information on writing your will.
    • Please consider including us in your will.
    Learn More
    $205.00
  5. A Big Thumbs Up! (CGAs)

    A Big Thumbs Up! (CGAs)

    Donors give gift annuities a big thumbs up. Why? There are lots of reasons, and this brochure highlights some of the best. If you need a rah rah article about gift annuities, this is it.

    How this document is organized:

    • Introduction: "A fixed, regular income for as long as you live."
    • They are easy
    • They pay very attractive rates.
    • They provide fixed payments for life.
    • They support our mission.
    Learn More
    $215.00
  6. Make Two Gifts With Your Next Gift Annuity

    Make Two Gifts With Your Next Gift Annuity

    Here's a new angle for reaching out to donors who want to be generous to your organization and someone they love. Have you told them that a gift annuity can be an ideal way to provide assistance to a loved one, like an aging parent, aunt, uncle, child, or close friend? After reading this brochure your donors will see a whole new aspect of how a gift annuity can spread benefits around. So they just might be motivated to establish another gift annuity for someone other than themselves or their spouses — and that gift annuity benefits your organization, too.

    How the content is structured:

    • Introduction
    • "You can give a lifelong income to someone else."
    • A birthday present for mom
    • Boost an adult child's retirement plans
    • Must the annuitant be a family member?
    Learn More
    $170.00
  7. One Good Gift Deserves Another

    One Good Gift Deserves Another

    This brochure encourages donors who have gift annuities to consider funding another one.

    It reminds donors of the benefits of a charitable gift annuity that go beyond the tax advantages, emphasizing why setting up more than one makes sense. Your annuitants enjoy the satisfaction of supporting a mission they care about; they qualify for a higher rates as they get older; and they can count on the financial security — which is especially important in these challenging economic times.

    How this document is structured:

    • Introduction — "Many of our friends have established more than one charitable gift annuity. Some even establish new ones regularly…"
    • Keep the customer satisfied.
    • Financial security: a great way to lock in a fixed, guaranteed payout rate for life.
    • It gets better with age.
    • The work you support matters to you: You've been a steadfast supporter.
    • "We appreciate your vote of confidence in us."
    Learn More
    $190.00
  8. Benefits Galore! (CGAs)

    Benefits Galore! (CGAs)

    The charitable gift annuity is truly a gift full of benefits. It provides important major support for your charity. And it also delivers a number of other impressive benefits to the donor. This brochure shows the advantages to potential donors, one by one. When your donors read them, they might just be giving you call asking how they can get all these wonderful benefits for themselves.

    How this document is organized:

    • Introduction: Yes, it is a gift, no doubt about that. But it can and does provide so many benefits to you. Let's take a look at them, one by one
    • Income for Life: Each and every year for the rest of your life
    • Impressive Rates
    • Safe and Secure
    • Income and Estate Tax Savings
    • Support for a Significant Mission
    Learn More
    $200.00
  9. Four Times a Year (CGAs)

    Four Times a Year (CGAs)

    Most donors elect to receive their annuity payments quarterly, or four times a year. Every check or direct deposit is a reminder that they've established a gift annuity with your organization.

    This "feel good" article invites the donor — and potential donor — to visualize the regular reminders of what their gift annuity means to them and to your organization. Use this to help potential donors imagine themselves as wise benefactors who made a very good decision, and to cultivate current donors before asking them to consider another gift.

    How the copy is structured:

    • Introduction: “Most of our annuitants select quarterly payments, so every three months. Each of these checks gives you another reason to reflect on what your gift means.”
    • The Win-Win Relationship
    • When You Receive Your Quarterly Check
    • Plenty of Good Thoughts Come with Your Check
    Learn More
    $205.00
  10. May the Force Be With You! (CGAs)

    May the Force Be With You! (CGAs)

    This article comprehensively explains the advantages of a gift annuity and demonstrates the true power of this attractive gift. It describes the many advantages including appealing payout rates, fixed payments for life, charitable income tax deduction, partially tax-free payments, capital gains tax avoidance, and last but not least, the personal satisfaction of supporting a mission about which your donors feel strongly.

    Most of these advantages are illustrated with short examples. This piece will get your donors to see and understand the power of a charitable gift annuity and encourage them to request a personalized illustration to see how this gift will work in their situation. This is a must-have document to promote CGAs.

    How this document is organized:

    • Introduction
    • Appealing payout rates
    • Fixed payments for life
    • Charitable income tax deduction
    • Payments partially tax-free
    • Capital gains tax avoidance
    • Individual contentment
    • A gift annuity could reduce the size of your estate
    Learn More
    $285.00

    Out of stock

  11. Income For the Rainy Day of Your Choice (Gift Annuities)

    Income For the Rainy Day of Your Choice (Gift Annuities)

    The flexible gift annuity is the perfect gift type for a special group of your prospects – but they may never have heard of it. With this brochure you can tell them everything they need to know. This brochure explains how donors can create a flexible gift annuity, and defer the start of payments until a date they can choose later.

    Donors that don't need immediate income choose a deferred gift annuity so they set a future date when they want their payments to start. But what about donors who don't know yet when that should be? The flexible charitable gift annuity gives them the freedom to decide later when they start receiving those payments.

    Target this brochure to your younger Baby Boomers and Generation X donors — those five or more years this side of retirement.

    How this document is organized:

    • Introduction
    • "Is there a charitable gift plan that can make payments in the future, and give me the option to decide start receiving payments when I'm certain about my retirement date? Absolutely!"
    • Start receiving payments when you know you're ready to retire
    • You can choose a range of possible retirement dates
    • Good reasons to consider this as part of your retirement planning
    Learn More
    $265.00
  12. There For You

    There For You

    The charitable gift annuity has been the most popular life-income gift for decades. It's an easy gift that many donors can afford. In fact, many annuitants wonder how they afforded to pay their bills before they funded their annuities.

    Especially during challenging economic times, safe and predictable annuity payments will appeal to your supporters. Those annuity payments keep coming, year in and year out, whether the stock market is up or down.

    This brochure focuses on this most-favorable benefit of the gift annuity — payments that don't end during your donors' lifetime. It emphasizes that your donors can rely on these payments, which is a huge comfort to them, and motivation for them to set one up. When times are tough, charitable gift annuity payments will be there for your donors. This brochure will encourage your donors decide to support your organization with new charitable gift annuities.

    The copy can be modified to also serve as a solicitation letter or an article/column.

    How this document is organized:

    • Introduction: “Nothing on earth lasts forever — all good things come to an end. Yes, that's true. But, what if you had a steady stream of income that would never slow down or decrease for as long as you live – regardless of fluctuations in the stock market?
    • Once you set up your charitable gift annuity, that's it.
    • Gift annuities mean security for your donors and for your organization.
    • “Please give us a call to learn more.”
    Learn More
    $155.00

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