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  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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
  8. 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

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  9. Renew Your Current Subscription for Basic Essentials

    Renew Your Current Subscription for Basic Essentials

    Renew Your Current Subscription for Basic Essentials

    Learn More

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  10. Why Settle for "Good" - Go for Great! (Gift Planning Overview)

    Why Settle for "Good" - Go for Great! (Gift Planning Overview)

    A "good" gift may sound just fine, but why settle for good when you can have great? Encourage your donors to create great gifts - and it's easy if they plan their gifts wisely. This article will give your donors specific questions they should ask themselves about what they hope to accomplish with their gift, and whether their gift will meet their personal, family, tax, and philanthropic goals. Encouraging each donor to think through and articulate these goals will help you avoid recommending a gift that meets less than all of your donor's expectations. In other words, you will be sure every gift is "great." And that creates happy donors, which is good for your organization.

    How the copy is organized:

    • Introduction ("Savvy gift planning is catching on.")
    • Nine questions to consider when you make a gift.
    • Will I add to my philanthropic satisfaction?
    • Am I able to direct my gift to my favorite program or purpose?
    • Have I considered all appropriate gift strategies before making my gift?
    Learn More

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  11. You Can Minimize the Cost of Making a Gift

    You Can Minimize the Cost of Making a Gift

    Everything costs money, including giving money away. The cost of making a planned gift will vary, depending in large part of how much time a donor's professional advisor needs to spend educating the donor about the gift. Who's involved, the complexity of the gift, and the donor's experience with planned gifts all affect the ultimate expense the donor will incur. You can help keep those costs down by familiarizing your donors with the gift planning process and educating them about the steps they can take to keep their costs down. This article will lay out some of these steps, including involving the gift planning professional early in the process, seeking the advice of competent advisors, insuring communication among everyone involved (donor, advisor, family, charity), and keeping the gift plan strategy as simple as possible.

    Can be used as brochure, newsletter or article.

    How the copy is organized:
    • Introduction ("Although there can be costs associated with setting up a charitable gift plan, there are ways to minimize them…")
    • Steps to take.
      • Talk to us.
      • Do your homework.
      • Involve us.
      • Select appropriate professional advisors.
      • Keep it simple.
      • Be the quarterback.
    Learn More
  12. We Want You to Be Satisfied!

    We Want You to Be Satisfied!

    Donors enjoy giving and want to give!

    At the end of the day, your donors make wonderful charitable gifts because they want to support your mission. Yes, there are tax and financial benefits, but those are not the primary reasons.

    However, if they end up feeling dissatisfied because they later learn that there may have been a better asset or a better gift plan to use, then you've done your donor — and your organization — a disservice.

    To assure donor satisfaction, encourage your donors to consider important aspects of their gifts before they make them. This brochure does so in a compelling way. Recommending that your donors consider carefully their options will help build your organization’s reputation for keeping the donors satisfied –And that reputation could lead to more gifts!

    The copy can be modified to serve as newsletter content, or an article/column.

    How the copy is structured:

    • Introduction “Making a significant charitable gift should be an enjoyable experience.”
    • The most important components of a successful gift: using the most appropriate asset; selecting the best gift strategy; considering the impact on their financial situation and/or their family; securing advice from professional advisors; and supporting a mission they understand and believe in.
    Learn More

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