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  1. What Makes a Gift Annuity Tick?

    What Makes a Gift Annuity Tick?

    The charitable gift annuity remains the most popular life-income gift. It's easy to do, affordable, and donors like the advantages, especially the receipt of predictable, annuity payments that continue year after year.

    But what exactly is a charitable gift annuity? Remember, not everyone in your donor base already understands how they work.

    If you have a gift annuity program, this brochure is a great way to educate your donors about them. When your donors finish reading this article, they'll not only have a better understanding of gift annuities, but they may also be motivated to establish one with your organization!

    How this document is structured:

    • Introduction 
    • A gift annuity is a contract
    • Payout rates
    • Benefits (5 concise bullet points)
    • “I’m considering a gift annuity – what are the steps?” (6 bullet points).
    • “If interested, how do I proceed?” (6 bullet points).
    Learn More
  2. Why Us? (Gift Planning Overview)

    Why Us? (Gift Planning Overview)

    What connects any donor to a charity is the mission. It's important that your communications about planned giving always include something about your mission because you are reminding donors of the very reasons that brought you together. Keep your donors focused on and involved in your mission — this is what will encourage their continued support. This is a snappy piece to remind donors why they give to your nonprofit. Be sure to customize this with some pertinent details about accomplishments, highlights or other mission-related information.

    Each paragraph can be customized with information about your organization. Copy may be modified for use as an article, brochure or newsletter content.

    How the copy is organized:
    • Introduction ("Why do you and other friends of [Your Nonprofit] support us financially?")
    • Brief examples of types of planned gifts.
    • Invitation for discussion of planned gifts.
    Learn More
  3. What Will You Leave Behind?

    What Will You Leave Behind?

    Most of us want to do good deeds, and some of us would like to be remembered for them.

    This brochure encourages donors to ask themselves how they can continue to make an impact long after they are gone. It explains that one of the easiest ways is through their estate plans. The copy informs donors of the significance of including your organization in their estate plans, and the many ways that such planned gifts can benefit your organization.

    Can also be used as newsletter content, or as an article/column.

    How the copy is structured:

    • Introduction “Most of us want to do good deeds...”
    • What would a provision for [Your Nonprofit] in my estate plan say?
    • Our mission is important to you.
    • You trust us to do the good work.
    • You want to provide a financial boost.
    • You want to inspire others like you to leave legacies of their own.
    Learn More
  4. Why, What, How, and When (Year-End Giving)

    Why, What, How, and When (Year-End Giving)

    Many of your donors are already planning on making their charitable gifts near the end of the year. Others won't think about it until it's too late. Why not help them along with a brochure that gets right to the point of what to give, when to start planning, and how to give it? This piece will get your message across.

    Among the messages presented are:

    • charitable gifts can benefit donors in numerous ways;
    • non-cash assets can make great gifts, should be planned for in advance, and can fund gifts that provide an income stream to your donors;
    • and there are reasons to consider making next year's gifts this year.
    Learn More
  5. 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
  6. Make a Gift Without Using Your Checkbook or Credit Card

    Make a Gift Without Using Your Checkbook or Credit Card

    The headline alone should get your donors' attention. Making a gift without using your credit card or checkbook — how is that possible? Savvy donors have already figured out that funding their year-end gifts with stock is a terrific idea. Why not let everyone know that they, too, can take advantage of this strategy? With this article, they will. It provides examples and explains clearly why stock makes great gifts even better.

    How the copy is structured:

    • Example of using stock to make a year-end gift
    • Advantages for the donor
    • Appeal for donor to consider using stock to make a year-end gift to [YOUR NONPROFIT]
    Learn More
  7. When You Have Choices

    When You Have Choices

    Your donors have choices when they make their year-end gifts. Donors support those organizations whose mission they value so, of course, mission is a key consideration.

    But there are other important aspects of an organization that donors should consider as well — such as the value the organization places on its donors, the ethical and responsible way the organization uses donated resources, and the quality of service of the organization’s professional gift planning staff.

    This brochure explores all of the above, making a compelling case that your nonprofit is the organization your donor should support.

    How the copy is structured:

    • “We are focused on our mission...”
    • “We appreciate you as our partner...”
    • “We allocate our resources ethically and responsibly...”
    • “We provide professional gift planning services...”
    Learn More
  8. The Consolidated Year-End Gift Planner

    The Consolidated Year-End Gift Planner

    Tips galore – everyone has them – ten ways to do this, five ways to do that. This brochure boils down down year-end planning to just two important questions your donors can ask themselves to help them focus on savvy year-end gift planning – and these questions focus on taxes and assets. A third “bonus” question directs donors to think about the charities -- including yours -- on their gift-giving list.

    How the copy is structured:

    • Two questions to consider:
      1. Where will you end up tax wise?
      2. What assets would you like to dispose of, and can any be used to fund a life-income arrangement, such as a charitable gift annuity or remainder trust?
    • Third "bonus" question - What charities are on your gift-giving list? Does it include [YOUR NONPROFIT]?
    Learn More
  9. Bequests, Life Insurance, Retirement Plans, Gift Annuities

    Bequests, Life Insurance, Retirement Plans, Gift Annuities

    This testimonial package covers your four most popular gift plans.

    Testimonials are very effective marketing tools — they build credibility for your program by putting your words about planned gifts in the mouths of satisfied donors. But what if you haven't been able to secure testimonials yet, or don't have them for all the gift plans that you offer?

    While it's best to use real donors and their pictures in testimonials, you can put our prepared testimonials to work enhancing your marketing right away.

    This package of four testimonials promotes the popular gifts in most every program: bequests, gifts of life insurance and from retirement plans, and charitable gift annuities.

    We suggest the following format for testimonials: a thumbnail photo of the donors plus a quote about how much they like their gift as a "teaser" on your home page or other appropriate page; then Read more linking readers to the main story.

    (Note that the names of the gift plans in brackets are for your sorting purposes, and are not meant to be published.)

    Learn More
  10. Charitable Remainder Unitrusts

    Charitable Remainder Unitrusts

    An essential introduction to how unitrusts work and what they can do for your prospects. Copy begins and ends with specifics on benefits.

    It is written in a simple style and is very appropriate for a short, brief column or article in your publication or section of a newsletter.

    How the article is structured:

    • Introduction (List of conditions that may make a Charitable Remainder Unitrust a good gift option)
    • Simple explanation of how a unitrust works
    • Call to action
    Learn More
  11. Planned Giving Website - LegacyBuilder

    Planned Giving Website - LegacyBuilder

    Affordable. Effective. Donor centric. LegacyBuilder by VirtualGiving.Com means world-class website content and performance are not just for the big boys anymore.

    This product not available at storewide discount pricing.

    Learn More

    Out of stock

  12. Renew Your Current Subscription for Basic Essentials

    Renew Your Current Subscription for Basic Essentials

    Renew Your Current Subscription for Basic Essentials

    Learn More

    Out of stock

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