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  1. Standard Bequest Language (Bequests & Gifts from Retirement Plans)

    Standard Bequest Language (Bequests & Gifts from Retirement Plans)

    You've worked hard to get your prospects interested in making a bequest to your organization. They've gotten the music, but now they need the words — the actual language they can follow to make a bequest to you. Here it is.

    It's everything you'll need: explanations and suggested language for specific, residual and contingent charitable bequests, plus clear instructions on how to designate your organization as the beneficiary of a retirement plan, plusa final paragraph asking the prospect whether they need customized gift language.

    This is one of the most practical, useful items offered by PlannedGiving.Com.

    How the copy is structured:
    • How to Make a Bequest to [Your Organization]
      • A bequest to us:
        • Is easy and inexpensive
        • Will not affect your assets or cash flow
        • Can be amended or revoked
    • Residual Bequest Language
    • Specific Bequest Language
    • Contingent Bequest Language
    • Retirement Plan Beneficiary Language
    • Note about customized language
    Learn More
  2. Five Easy Reasons to Give

    Five Easy Reasons to Give

    Planned giving makes a whole lot of sense for donors trying to make a difference for their favorite nonprofit in today's cranky economy.

    But what if a donor doesn't know about planned gifts or the advantages they offer? This lively and engaging short article provides them with a compelling introduction. It captures donors' attention by foregrounding the real-world benefits of planned gifts to those who make them as well as to the recipient.

    How the content is structured:

    • Introduction: The subject of planned giving is introduced with a series of questions and answers illustrating its advantages to today's donor and motivating them to learn more.
    • Punchy "Top 5 Reasons to Make a Planned Gift" list explains these advantages in slightly more detail, clarifying for the reader in lay terms why these gifts offer a powerful combination of charitable impact with real-world convenience.
    • Customizable text leads the interested reader to contact your organization to learn more about these exciting ways of giving.
    Learn More
  3. Planned Giving Policy Manual

    Planned Giving Policy Manual

    "A terrific reference for busy development officers and gift entry staff."

    The Planned Giving Policy Manual by T. Joseph McKay, JD, CPA, CLU is widely regarded as the #1 sample policy and procedures manual for promoting and accepting non-cash gifts.

    Easy to read, accurate and authoritative, the Manual is made available in MS Word format to ensure quick and easy downloading and customization. You can personalize The Manual throughout with the name of your nonprofit organization, and readily adapt it to your own specific requirements.

    Can be used as a desk reference manual and training guide for everyone involved in the ongoing gift solicitation and acceptance process.


    The Author

    A planned giving consultant based in Denver, CO, T. Joseph McKay, JD, CPA, CLU has served as the planned giving officer for nationally recognized higher education and healthcare organizations since beginning his development career in 1986. Also by T. Joseph McKay: Planned Giving "Elevator Speeches" for All Fundraisers Free download!

    Learn More

    Out of stock

  4. Introduction to Planned Giving

    Introduction to Planned Giving

    This elegantly written, easy-to-understand letter gently introduces (or re-introduces) the concept of "giving wisely" (i.e., planned giving) to your prospects. It also works well in guiding your prospects to that spiffy new gift planning website you've just uploaded! But even if you haven't got your gift planning website up and running yet, this letter is a great way to reach out to your prospects with critical basic concepts about planned giving.

    NOTE: This letter is also available at significant savings as part of a convenient and effective combination package, Product 2007.

    Planned giving is news! Instead of leaving it to chance, encourage your prospects to contact you or visit your website to discover how they can make a bigger difference for your nonprofit — and themselves — than they may have thought possible. This personalized and customizable letter is just what you need.

    Designed to appeal to prospects by highlighting the benefits of gift planning, this letter can be adapted for use as a fundraiser's column in your publications, or as a secondary article in a newsletter. It's easy!

    NOTE: Same copy is available ready to go in newsletter/column format. See Product 1018 Do not download both these documents since the copy is essentially the same.

    How the letter is organized:

    • Introductory paragraph (personalize with information about your organization)
    • Bulleted items highlighting several benefits of gift planning ("Did you know...?")
    • Call to action
    Learn More
  5. Gifts of Real Estate I (Yes, You Can Give Us Real Estate!)

    Gifts of Real Estate I (Yes, You Can Give Us Real Estate!)

    Encourages and explains gifts of real estate, which often deliver the largest gift value of all the types of assets you can receive. Focuses on outright gifts: benefits first, then technical and tax details plus acknowledgement of due diligence your organization must perform before accepting property. Clear, simple, persuasive text.

    This is the first in a three-part series of newsletter articles (see also Product 1010 and Product 1011) that present the complete picture on gifts of real estate in portions your prospects can digest. But this piece can also stand alone as a general overview of the topic because it references the more complex types of transfers.

    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 a hypothetical example)
    • Why should you consider using real estate to make a charitable gift?
      • You can take a tax deduction based on the fair market value of the real estate,
      • You can avoid or offset capital gains tax,
      • You can reduce your estate tax,
      • You can tailor your gift.
    • So, How Do I Give Real Estate? (Additional items to be aware of)
      • Valuation
      • Deductibility
      • Pre-Arranged Sale
      • Our Due Diligence
      • Environmental Liability
    Learn More
  6. Charitable Gift Annuities, Deferred Gift Annuities, Charitable Remainder Trusts (Long)

    Charitable Gift Annuities, Deferred Gift Annuities, Charitable Remainder Trusts (Long)

    [Note: there are two versions of this document. This is the longer version with 700 words. The shorter version (500 words) is available as Product 1008.]

    This strong, benefits-focused overview on life-income gifts (CGA, DGA, CRTs) can serve as a brochure or as newsletter content.

    Can be used to introduce the subject to your prospects, to supplement other information you are providing, or to maintain/increase interest in an existing program. Covers essential tax and income features then describes gift annuities and deferred annuities in detail. Includes shorter reference to planning possibilities of remainder trusts.

    How the copy is structured:

    • Introduction ("When is a gift more than just a gift?")
    • Explanation of a life-income gift.
    • Charitable Gift Annuity
      • 2 attractive features
    • Deferred Gift Annuity
      • Benefits of a Deferred Gift Annuity
    • Charitable Remainder Trust (brief description)
    Learn More
  7. Is It Your Will - Or Someone Else's?

    Is It Your Will - Or Someone Else's?

    A persuasive challenge to prospects to get out of their estate-planning inertia.

    Highlights the risks of non-planning, and the rewards prospects, their families, and your organization will receive when the job is done. Includes sample language for a simple charitable bequest.

    A good follow-up to Marketing Essentials copy on bequest basics.

    NOTE: This document has been formatted as an article/column for a publication, or as standard newsletter content. It is somewhat similar to Product 2002 (bequest solicitation letter).

    How the copy is structured:

    • Introduction (All your life you've made the decisions about how your assets will be used)
    • Examples of items you can accomplish with a valid will.
    • Suggested bequest language.


    Learn More
  8. 2019 Planned Giving Pocket Guide for Board Members, Volunteers, and Philanthropists

    2019 Planned Giving Pocket Guide for Board Members, Volunteers, and Philanthropists

    Please visit this page to purchase the latest issue.

    New! Now customizable for your organization.

    Looking for something to inform your board members, volunteers, and philanthropists about planned gifts in clear, non-technical language? Here it is: our new Pocket Guide for Board Members, Volunteers, and Philanthropists.

    We developed it specially to communicate what’s important about planned giving to non-experts in plain, conversational English. No mumbo-jumbo. No technicalities. No legalese. It's the most user-friendly planned giving booklet you will find anywhere, and it’s a great conversation-starter

    What’s more, you can have this edition of our Pocket Guide completely customized for your organization with your logo and organization name on each page, plus your contact information. (25-copy minimum order for the customized edition; we suggest 100 copies for optimum price point; contact us for pricing.)

    Alternatively, our standard “non-customized” version of our Pocket Guide for Board Members, Volunteers, and Philanthropists still features user-friendly language and only costs $19.95 each.

    12-copy minimum order; 16-25 copies, $17.95 each; 25+ copies, $14.95 each.

    Free shipping for orders over 50 copies.

    Purchase all three Pocket Guides as a bundle.


    Learn More
  9. Planned Giving Essentials

    Planned Giving Essentials

    When your organization is ready to launch a new planned giving effort to raise more and larger gifts, Planned Giving Essentials by Brian M. Sagrestano, JD, CFRE, provides the foundation you need for the results you want.

    Implemented over twelve months, Planned Giving Essentials is ideal for the small to mid-sized shop that does not want to hire a full-time planned giving professional but does want to raise funds through bequests, retirement plan designations, life insurance and other legacy gifts.

    Featuring personalized face-to-face and phone consultation, Planned Giving Essentials enables you to strengthen your organization by sharing with your constituents all the benefits of planned gifts — so you can move forward with confidence toward a more secure future.

    Planned Giving Essentials will enable your organization to:

    • Establish the core infrastructure of a planned giving program,
    • Identify the best gift planning prospects,
    • Create an effective communications and marketing plan to reach those prospects,
    • Develop a stewardship program to maintain and enhance your relationships with gift donors, and
    • Craft a plan for sustainable growth going forward.

    This product not available at storewide discount pricing.

    Learn More
  10. 8 Pitfalls in Writing Your Will

    8 Pitfalls in Writing Your Will

    How many folk do you think die without a will? According to a recent survey, it's 42%! At least.

    It is hard to ask them to include you in their will if they don't even have one!

    Having no will means that if they have decisions about guardianship for a young child, or which relatives should get what assets, or what favorite charities they'd like to provide for, etc., guess what? The opportunity to make these decisions and more will be lost forever without a will.

    This article discusses these and other important decisions and highlights compelling reasons why your donors and potential donors need a will.

    This article addresses common assumptions or mistakes your prospects may make regarding their will:

    • Thinking they don't need a will, or only rich people need a will;
    • Thinking they only need a will if you have dependents;
    • Believing the state will take care of everything for them;
    • Thinking they don't need a will because their property is held jointly with their heirs with rights of survivorship;
    • Writing their will by hand;
    • Not keeping their beneficiary designations up-to-date;
    • Believing they're too young to need a will;
    • Leaving everything to their spouse.
    Learn More
  11. Get Your Board on Board

    Get Your Board on Board

    This slideshow covers "15 Myths Most Nonprofits Fall For." Myths like "planned gifts take too long, and we need the cash now" choke off planned giving budgets and stunt organizational growth. This presentation shoots down the myths one by one with facts that will convince even the crustiest board member to give planned giving a chance.

    Why you need it:

    You "get it." You know planned giving is the key the future success of your nonprofit and its mission. (And your career.) If your board members don't get it, after this presentation—they will. Blow their minds, change their hearts, and increase your the budget they give you for planned giving next year.

    • If your board doesn't "get it," it's your job to convince them. This presentation makes your job easy.
    • Ready to go. Just download it to your computer and project it.
    • Breeze through it in 15 minutes or go deeper and make it last an hour.

    How to use it:

    Call a special meeting or grab a slot in an existing meeting. Show this presentation and win over the holdouts your board.

    How it's structured:

    • 38 slides total
    • Slide with a myth followed by a slide with the reality
    • Example:
      • Myth: Planned gifts take too long, and we need the cash now.
      • Reality: The average time from inception to maturity for a planned gift is 7-10 years. (That's only a few years longer than most campaign pledge periods.)

    Software needed:

    • Microsoft PowerPoint
    Learn More
  12. Bequest Toolkit

    Bequest Toolkit

    Most of the planned gifts you close this year will be bequests. So why not power-up your marketing of the gift your donors like best? Get started today, with this ready-to-go Bequest Toolkit. It delivers all the materials and know-how you'll need for a successful bequest campaign. It features:

    • A marketing toolkit to help you promote and close more bequests.
      Includes eleven essential ads, articles, letters, postcards and forms you can start using right away.
    • A stewardship toolkit to help you acknowledge and steward those new bequest donors. 
      Includes twenty indispensable letters, forms, documents and other aids.

    Why waste months planning, writing and editing all these documents yourself? Make your life and your job easier. Save yourself time, money, and back-office hassle.

    You need to be talking to your donors about bequests, acknowledging the gifts they've given, and cultivating more repeat gifts right now. With this toolkit you can do it. It's two toolkits in one.

    There's too much included in the Bequest Toolkit to describe fully on this page. For full details, download this brochure.

    For a more comprehensive campaign, use this product with our Beneficiary Designations Toolkit.

    Learn More

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