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  1. Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

    Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

    This brochure demystifies planning for at-death gifts, and relates them to prospects' own estate planning. Clear, accurate overviews of bequests (with sample language included), gifts of retirement plan assets and life insurance (give surplus policy outright; make revocable designation of your organization as beneficiary), and charitable lead trusts.

    This is a must-have, "back-up" brochure for every non-profit.

    How the copy is structured:

    • Clear, accurate overviews of bequests (with sample language included)
    • Gifts of retirement plan assets
    • Gifts of life insurance (give surplus policy outright; make revocable designation of your organization as beneficiary)
    • Charitable lead trusts
    • The next step — we can help you start planning...
    Learn More
    $435.00
  2. Customize Your Contribution! (Unitrusts, Annuity Trusts)

    Customize Your Contribution! (Unitrusts, Annuity Trusts)

    A benefits-focused overview of unitrusts and annuity trusts, which often deliver the largest contributions you receive each year. The trusts' features are clearly explained, but the brochure's focus is on the planning possibilities that they offer your donors. Copy is suitable for both the amateur investors and the financially savvy among your prospects. Can be used both as brochure and newsletter content.

    How the copy is structured:

    • Introduction (This is the "inside story" on how to customize your gift plan…)
    • How do charitable remainder trusts work?
    • What are the tax advantages?
    • Planning Notes
    • How can you customize your charitable remainder trust? (with 3 options)
    • The next step
    Learn More
    $315.00
  3. Charitable Planning for Entrepreneurs (Gifts of Closely Held Stock)

    Charitable Planning for Entrepreneurs (Gifts of Closely Held Stock)

    If your constituency includes wealthy prospects who own small companies or run family businesses, this focused letter presents a concise overview of the benefits of giving closely held stock. Written to get your prospects thinking about how such a gift could work for them, it can also help prepare them for a conversation with you.

    How the content is structured:

    • "Closely held stock can work to your advantage and support the mission you care about."
    • Ways to give closely held stock
      • Gifting the shares outright
      • Creating life-income gift (Flip Unitrust)
    • Tax considerations
      • Restrictions on transfer
      • Arms-length requirement
      • Closely held stock subject to debt
      • Valuation
      • Our due diligence
    • Call to action
    Learn More
    $295.00
  4. Lead Trusts Work Better Than Ever! (Letter)

    Lead Trusts Work Better Than Ever! (Letter)

    A timely, targeted mailing to your wealthiest prospects, entrepreneurs and family business owners. This letter informs them that lower interest rates mean lower estate and gift tax on the remainder of the lead trust that will pass to heirs mdash; so heirs will get more assets at the end of the trust term. Includes overview of how non-grantor lead trusts work, to get readers up-to-speed on gift options.

    A persuasive communication designed to motivate prospects to take action now.

    Note: Same copy is available in newsletter copy format ("Lead Trusts Work Better Than Ever!"). Do not download both documents since the copy is essentially the same.

    How the content is structured:

    • Introduction ("Lead trusts work great right now!")
    • Why low interest rates make this a good time to set up a lead trust.
    • Additional details about lead trusts.
    Learn More
    $140.00
  5. 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
  6. Begin the Year with the Right Steps!

    Begin the Year with the Right Steps!

    If you don't constantly remind your audience about ways to give wisely, you can watch your gifts go elsewhere. So start the New Year right with two simple, yet crucial, informative solicitation letters — and we'll throw in a complimentary copy of our Ultimate Planned Giving Pocket Guide as a New Year's gift that will keep on giving!

    Start your New Year right with two simple, yet crucial, informative solicitation letters to remind your prospects about ways to give wisely:

    First, our elegantly-written, easy-to-understand attention-grabbing letter designed to gently introduce (or re-introduce) the concept of "giving wisely" (i.e., planned giving) to your prospects. Products #2000 and #2006 (together, an $140 value) are provided to cover you whether you have a planned giving website or not.

    Second, our informative letter titled "Is It Your Will or Someone Else's?" (Product #2002, a $160.00 value) encouraging prospects to focus on their estate-planning by explaining concrete reasons why a will is so important — not just for your organization, but also for them and their families. The letter also serves as another cultivation opportunity by thanking the prospect for caring about your organization. Includes sample language for a simple charitable bequest. Also asks prospect to kindly let you know if a gift has already been completed, so you can thank them.

    And finally, you will also receive a complimentary copy of our famous The Ultimate Quick Reference Planned Giving Pocket Guide, valued at $29.95. This handy little booklet is not another "ways-of-giving" brochure — it explains the "why's of giving" and helps you better understand the ups and downs of different giving options for both you and your prospects. A great tool that can be just the thing to brush up your skills! Also makes a nice gift for volunteers and board members.

    Learn More
    $149.95
  7. Year-End Giving

    Year-End Giving

    Every year you want to find compelling reasons for your donors to make the year-end gifts that are so vital to your organization. Well, this year there are plenty of such reasons. his solicitation letter tells your prospects about them

    This letter highlights ways to benefit your organization that don't even require donors to open their checkbooks. Specifically highlighted are gifts of appreciated securities and charitable gift annuities. The copy encourages your donors to think outside the box about creative ways that they can support your organization and help you carry out your important mission.

    Send this compelling year-end letter to secure your organization's share of the extra giving that occurs before December 31, while maintaining focus on the larger, planned gifts that really make a difference.

    Learn More
    $130.00
  8. No-Hassle Giving the No-Hassle Way

    No-Hassle Giving the No-Hassle Way

    • FACT: Less than 5% of this nation's wealth is in cash and 95% is in assets.
    • FACT: Over 85% of all planned gifts are bequests, appreciated "stuff", gifts of retirement plans and life insurance.
    • FACT: These gifts are easy to give and do not affect donors' cash flow during their lifetime.

     

    What does this tell us about what you should be asking your donors to give and how they should give? Plenty!

    You should consider asking for non-cash assets the simplest way possible – through a bequest. For the other assets tucked inside retirement plans, financial accounts and in paid-up insurance policies, beneficiary forms are an easy way to designate the individuals and organizations to whom those assets should go.

    Given the prevalence of these assets and the ease with which bequests and beneficiary designations can be used to accomplish the gifting, doesn't it just make sense to market them to your donors? This friendly and persuasive e-brochure (can also be modified into a newsletter article or a solicitation letter) is just the thing to get that message across!

    Learn More
    $165.00
  9. Roth IRA Conversion

    Roth IRA Conversion

    This brief letter introduces your prospects and donors to the Roth IRA Conversion by explaining how it works. The letter closes with a request that your donors designate your organization as a beneficiary of their retirement accounts.

    Suitable as a solicitation letter or an article in your newsletter.

    Learn More
    $190.00

    Out of stock

  10. One Birthday — Two Gifts (CGAs)

    One Birthday — Two Gifts (CGAs)

    A donor only has one birthday, but there can be two gifts - one for them and one for your organization.

    Here's a simple marketing strategy that you can implement right now. It is a letter to current annuitants to remind them of the opportunity to establish another annuity. This letter describes the compelling benefits of a charitable gift annuity — benefits that go beyond the payout rates, and why establishing more than one annuity makes good sense, as well as maximizing donors' satisfaction in supporting the mission they care about. The letter finally offers them customized gift illustration, with no obligation, which will show them how a gift annuity can work for them in their specific situation.

    Learn More
    $120.00
  11. The Gift That Benefits Everyone

    The Gift That Benefits Everyone

    This thorough, persuasive brochure focuses your prospects' attention on the benefits of a charitable gift annuity, the most popular life-income gift. The working details of the gift are also set out, with a helpful example to highlight and clarify the benefits of an annuity.

    The example avoids tax and rate specifics, so that your brochure won't become obsolete if those details change. The copy can be adapted to serve as newsletter content, as well.

    This elegantly written piece is perfect for an initial communication -- or even as a follow-up.

    How this copy is structured:

    • Introduction with 5 highly-targeted questions
    • How a gift annuity works
    • What it can do for you (8 benefits featured in clearly-defined, bulleted format)
    • Example
    • The next step!
    Learn More
    $355.00
  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

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