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  1. Thank You Letter

    Thank You Letter

    This product is FREE. It's a simple, short, personal, donor-centric thank you letter from an educational foundation or school.

    The ones below have intention forms, and the ones on this page get more specific.

    Why you need this:

    Most donors want to be thanked. Most nonprofits do a lousy job at saying thank you. You’re better than that. Increase your donor retention and encourage repeat gifts simply by saying “thank you.”

    How to use it:

    Mail to donors after they’ve made a planned gift or any kind of donation.

    • Relax! Now when a gift comes in, you have a thank you letter all ready to go.
    • Simply insert your information and ta da! In five minutes or less it’s ready to pop in the mail.
    • Capture your audience with the warm and personal message right from the opening line.
    Learn More
    $0.00
  2. Financial Articles - Retirement Series

    Financial Articles - Retirement Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The Retirement Series includes 8 filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    Retirement

    1. Choosing the Right IRA
    2. Converting to a Roth IRA
    3. Retirement Planning 101
    4. The Retirement Gap
    5. A Change In Plans
    6. What’s In Your Social Security Account?
    7. Required Minimum Distributions Explained
    8. Early Retirement
    Learn More
    $295.00
  3. Financial Articles - Insurance of All Kinds Series

    Financial Articles - Insurance of All Kinds Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The Insurance of All Kinds Series includes seven filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    Insurance of All Kinds

    1. Insurance of All Kinds
    2. Term & Permanent Life Insurance
    3. Permanent Insurance Overview Whole and Universal
    4. Auto Insurance
    5. Health Insurance – How It Works
    6. Private Mortgage Insurance
    7. Homeowners Insurance
    Learn More
    $295.00
  4. Financial Articles - Debt Series

    Financial Articles - Debt Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The Debt Series includes five filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    Debt

    1. Avoiding the Pitfalls of Credit Card Usage
    2. Choosing the Right Loan for You
    3. Mortgage Basics
    4. Mortgage Underwriting Basics
    5. Freeing Yourself from Debt
    Learn More
    $295.00
  5. Financial Articles - College Series

    Financial Articles - College Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The College Series includes seven filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    College

    1. Suggestions For Funding College
    2. Tax Advantaged Savings - Coverdell Education Savings Accounts (ESA)
    3. Start Saving Straight Away
    4. Consider Investment Options for Saving
    5. Explore Financial Aid Options
    6. Seek out Scholarship Opportunities
    7. Another Tax-Advantaged Savings Plan - Section 529: College Savings Plans
    Learn More
    $295.00
  6. Financial Articles - Business Planning Series

    Financial Articles - Business Planning Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The Business Planning Series includes six filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    Business Planning

    1. The Tax Advantages of Qualified Retirement Plans
    2. Non-Qualified Retirement Plans
    3. Business Continuity Planning Basics
    4. The Cafeteria Plan For Retirement
    5. Protecting Your Business Against the Loss of a Key Employee
    6. What Kind of Business Are You?
    Learn More
    $295.00
  7. Financial Articles - Taxation Series

    Financial Articles - Taxation Series

    We’ve all been there. You’ve got a newsletter or annual report almost ready to go... except for that darn hole. You’re out of ideas and crunched for time. You need something now. You need a filler article. Don’t worry. We’ve got you covered. The Taxation Series includes 8 filler articles.

    • Informative, easy-to-read language on topics your donors care about.
    • Good for eBroadcasts, newsletters, annual reports, blog posts or any other communication your organization sends to prospective donors.
    • Save yourself hours of writing and research. Put your touch on the article in 20 minutes or less and you’re ready to roll.

    Taxation

    1. Choosing the Right IRA
    2. Converting to a Roth IRA
    3. Retirement Planning 101
    4. The Retirement Gap
    5. A Change In Plans
    6. What’s In Your Social Security Account?
    7. Required Minimum Distributions Explained
    8. Early Retirement
    Learn More
    $295.00
  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. 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
  10. 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
  11. 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
  12. Don't Worry. You Don't Need a Will. The Government Will Take Care of it for You.

    Don't Worry. You Don't Need a Will. The Government Will Take Care of it for You.

    POPULAR PRODUCT

    Do you like that title? So will your prospects. It will catch their eye, pique their interest, and ensure that your message gets through.

    And what a message! This article uses irony and humor to drive home the point: Everyone needs a will, and if you don’t take the time to write one properly, you won’t have any say in the disposition of your estate and many related matters.

    Sound advice about estate planning never had a punchier presentation — and so much the better for you to suggest your prospect include your organization in their estate plans.

    Bold, slightly off-center, compelling — find it here on PlannedGiving.Com.

    This is a premium product. It won't cost that much more if we design and print this piece for you.

    Learn More
    $780.00

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