Why not ask your donors to consider trading in a bequest for a charitable gift annuity?
This brochure take a creative approach to explaining the many reasons why a charitable gift annuity makes sense for your donor: the satisfaction of seeing their gift in action, the charitable tax deduction, and the dependable payments for life at a very favorable rate.
Even though this document encourages them to "trade in" their bequest for a gift annuity, most donors will love the benefits of their gift annuity with your organization so much that they'll never take you out of the will. And even if they do, they have just given you a realized, current gift instead of a revocable gift that might disappear before it's received.
In fact, the steady income from the gift annuity could help your donor avoid liquidating estate assets. This brochure gives them an extra incentive to establish a gift annuity in addition.
The copy can be modified to serve as newsletter content, a solicitation letter, or an article/column.
How this document is organized:
- Introduction: “We take trade ins — you can "trade in" some of your bequest assets for a charitable gift annuity.”
- Receive more income now
- Pay less taxes
- Make your income steady and reliable
- “We can show you a complimentary, customized gift annuity illustration…”