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  1. Who Gets Barbie and Ken?

    Who Gets Barbie and Ken?

    You name it – Barbie dolls, stamps, coins, artwork, tapestries, whatever – someone, somewhere, probably collects it. Some of your donors are very likely to have valuable collections of “stuff.” Oftentimes, however, children or other heirs have different tastes and don't want their parents' collection.

    What can your donors do with it? They can give it to your nonprofit. This brochure provides a compelling explanation of the benefits such a gift can confer on the donors themselves as well as your organization.

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

    Help your donors to think outside the box! Depending on what they give, your organization may be able to use it (for example if it is mission-related, such as an art collection given to a museum), or sell it and use the proceeds in support of your mission. Either way, this is a mutually-beneficial way for your donors' valuable “stuff” to find a home!

    How the copy is structured:

    • “A Nation of Collectors (Gifts of Tangible Property)”
    • Calculating the charitable deduction
    • Property related to [YOUR NONPROFIT]'s mission
    • Property not related to the mission
    Learn More
    $145.00
  2. Ways of Giving Flier

    Ways of Giving Flier

    A must-have for every organization. This compelling, donor-focused, benefits-based flier is concise, to the point – will not bore or baffle your constituents. It inspires prospects to leave a more lasting and significant legacy through planned gifts and motivates them to contact you for more information.

    Convenient MSWord format makes it easy to customize to your program and deploy. You can easily delete any gifts that you choose not to promote. Plus, with a little rewriting, this content can be repurposed for use as a column or article.

    If you use this document in an 8.5 x 11 format and not as a tri-fold brochure, it will be very cost-effective – print out copies on demand, as you need them, on your color printer. Costs just pennies.

    How the copy is structured:

    • Introduction with mission statement of [YOUR NONPROFIT]
    • Heartfelt thanks to readers for their support
    • Introduction to planned giving
    • “We want your gifts to us to benefit you and your loved ones as well.”
    • Gifts Anyone Can Afford
    • Gifts that Provide Income
    • Gifts that Protect Assets
    • Call to action: contact [YOUR NONPROFIT] for more information
    Learn More
    $285.00
  3. 2019 Ultimate Quick Reference Planned Giving Pocket Guide

    2019 Ultimate Quick Reference Planned Giving Pocket Guide

    Please visit this page to purchase the latest issue.

    Includes Gift Comparison Chart.

    Our most popular product. More than 4000 sold. The insiders' guide to what planned gifts can do for your donors and for your organization.

    Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. Use the guide to gain more satisfied donors and better financial results for your non-profit.

    Contact us for information on quantity discounts. As low as $17.95 per copy.

    Save $11 on shipping for orders of 10 or more. 

    [NOTE: please see related editions of two other Pocket Guides on the right.]

    [Purchase one of each of all three Pocket Guides as a bundle.]

    [Sample Pages]

    [Gift Comparison Chart]

    Learn More
  4. Gifts of Real Estate II (Benefits of a Partial Gift)

    Gifts of Real Estate II (Benefits of a Partial Gift)

    This newsletter article provides an accessible explanation of real estate giving to prospects while reassuring them that they don't have to give away the full value of their real estate. The piece highlights the concept of undivided fractional interest and concludes with an example demonstrating how a partial charitable gift can zero-out capital gains tax on the retained portion.

    This is the second in a three-part series of newsletter articles (see also Product 1009 and Product 1011) that present the complete picture on gifts of real estate in portions your prospects can digest.

    Note: This copy incorporates some current financial rates, specifically a top Federal income tax rate of 35% and a long-term capital gains tax rate of 15%. This copy will be updated as changes in these rates occur.

    How the copy is structured:

    • Introduction with hypothetical example
    • Undivided Fractional Interest
      • Explanation
      • Formula to project how much to give so that the resulting charitable deduction will fully offset capital gains tax
      • Breakdown of outcomes with a gift and without
      • Planning points
    Learn More
    $325.00
  5. Gifts of Real Estate III (Life-Income Gifts: CRUTs and DGAs)

    Gifts of Real Estate III (Life-Income Gifts: CRUTs and DGAs)

    This piece explains the benefits of using real estate to fund a life-income gift, while acknowledging the complexities involved. Unitrusts, especially "flip" trusts and deferred and flexible gift annuities, are highlighted. The details are explained, but the benefits of the gifts are stressed.

    This is the third in a three-part series of newsletter articles (see also Product 1009 and Product 1010) that present the complete picture on gifts of real estate in portions your prospects can digest.

    Note: This copy incorporates some current financial rates, specifically a top Federal income tax rate of 35% and a long-term capital gains tax rate of 15%. This copy will be updated as changes in these rates occur.

    How the copy is structured:

    • Introduction (re-cap of previous 2 articles about real estate)
    • The Tools I: Charitable Remainder Unitrust
    • Brief explanation of how it works
    • Three tax advantages
    • The "Flip" Unitrust alternative
    • Brief explanation
    • Benefits
    • The Tools II: Deferred Gift Annuity
    • Brief explanation
    • Benefits
    Learn More
    $455.00
  6. Gifts of Closely Held Stock

    Gifts of Closely Held Stock

    If your constituency includes wealthy prospects who own small companies or run their family businesses, this comprehensive review of the benefits of giving closely held stock could help you start a planned gift conversation with them. It's a professional presentation that uses the language of investors and entrepreneurs — language these business men and women understand.

    Suitable for a targeted mailing campaign, a handout at a seminar, or a secondary article in your newsletter.

    How the copy is organized:

    • Introduction
    • Ways to make gifts with closely held stock
      • Gifting the shares outright
      • Creating a life-income gift (Flip Unitrust)
    • Tax considerations to keep in mind
      • Restrictions on transfer
      • Arms-length requirement
      • Closely held stock subject to debt
      • Valuation
      • Our due diligence
    Learn More
    $400.00
  7. The Gift That Partners With You (Charitable Remainder Unitrusts)

    The Gift That Partners With You (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. Gift description is thorough and accurate yet written in a clear, simple style.

    Appropriate for a column or article in your publication; can also be used as a secondary article in your newsletter.

    How the copy is structured:

    • Introduction (series of questions about prospect's financial goals)
    • Charitable Remainder Unitrust
    • How it works
    • What are the benefits (4 benefits listed)
    • Planning Points
    Learn More
    $285.00
  8. Flexible Gift Annuities, Tuition Annuities

    Flexible Gift Annuities, Tuition Annuities

    Show your prospects that your gift plans are creative enough to keep pace with their sophisticated financial planning goals. This newsletter copy carefully but simply explains two cutting-edge variants of the gift annuity, with emphasis on the benefits they can deliver to prospects facing both looming tuition obligations and uncertain retirements.

    How the copy is structured:

    • Introduction (Possible factors in your donors' planning equations)
    • Strategy #1: Start drawing payments when you're ready for them with a flexible gift annuity.
      • Explanation/benefits
      • Planning points
    • Strategy #2: Secure extra funds for college with a tuition annuity.
      • Explanation/benefits
    Learn More
    $385.00
  9. Will You Avoid the IRA Tax Trap?

    Will You Avoid the IRA Tax Trap?

    A clear, complete overview of the benefits of using IRAs and other retirement plans to fund estate gifts. Full technical and tax information, but presented in understandable, persuasive format focused on preserving the prospect's estate from taxes and getting more assets to heirs.

    Perfect for newsletter copy or for your next article/column or newsletter; copy may be modified for use as a solicitation letter (it's slightly long for a letter, but it will work).

    How the copy is structured:

    • Introduction ("The IRS considers the balance left in your retirement account to be untaxed income.")
    • Name us as the beneficiary of your retirement plan.
    • The benefits
    • Planning points (with brief mention of Charitable Remainder Trust)
    Learn More
    $195.00
  10. Charitable Lead Trusts

    Charitable Lead Trusts

    An article or newsletter overview of lead trusts that focuses on their usefulness in estate and family-wealth planning — without puzzling the reader with dense tax and gift-detail technical jargon. Highlights benefits, especially a lead trust's ability to shelter growing assets for heirs. If you have entrepreneurs or family business owners among your prospects, target this communication to them!

    Includes sidebar on income-tax benefits of lead trusts that revert to donor ("grantor" CLTs).

    How the copy is structured:

    • Introduction ("A charitable lead trust is an individually managed trust that holds your gift of appreciating assets.")
    • Will your children face a tax burden when you die?
    • Two ways non-grantor lead trusts reduce the cost of passing property to heirs
    • Planning Points
    • Sidebar
    • Are you concerned about high income tax liability?
    Learn More
    $255.00
  11. Lead Trusts Work Better Than Ever!

    Lead Trusts Work Better Than Ever!

    A timely, targeted bulletin to your wealthiest prospects, entrepreneurs and family business owners. Tells them that when we have lower interest rates that means lower estate and gift tax on the remainder of the lead trust that will pass to heirs — so heirs will get more assets at the end of the trust term. Includes overview of how lead trusts work, to get readers up-to-speed in considering a gift.

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

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

    How the copy is structured:

    • How do lead trusts work?
      • Two ways a lead trust reduces the cost of passing property to your designated beneficiaries
    • Other important details
    Learn More
    $200.00
  12. Promoting Your Planned Giving Program

    Promoting Your Planned Giving Program

    • If you have a planned giving website, the first letter in this document will help you announce it.
    • If you don't have a planned giving website, this document includes a second version of the letter for promoting your program in general.

    Both letters are short, to the point, and make a quick, powerful impact by giving readers a preview of what making a planned gift to your organization can mean to them, and how to find out more.

    NOTE: Same copy in letter format is also available in Product 2006, "Promoting Your Planned Giving Program." Do not download both these documents since the copy is essentially the same.

     

    How the 1st Version (Website) copy is structured:

    • Opening paragraph expressing appreciation for your donors' support.
    • Paragraph announcing your planned giving website.
    • Bulleted "teasers" about types of planned gifts.

     

    How the 2nd Version (No Website) copy is structured:

    • Paragraph expressing appreciation for your donors' support.
    • Paragraph advising prospects and donors know to look for future information about planned gifts from your organization in the future.
    • Bulleted "teasers" about types of planned gifts.
    Learn More
    $69.95

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