Pocket Guide for Board Members, Volunteers, and Philanthropists

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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; 11 - 20 copies, $17.95 each; 21+ copies, $14.95 each.

Free shipping for orders over 50 copies.

SKU: 11010

Price :
  • Buy 11 for $17.95 each and save 11%
  • Buy 21 for $14.95 each and save 26%


  • New for 2017
  • Content specially developed for non-experts
  • Simple gift diagrams illustrate each review
  • Gifts organized in the logical order of our tried-and-true classifications:
    1. Gifts Anyone Can Make
    2. Gifts that Pay Income
    3. Gifts that Protect Assets
  • One-page Table of Contents
  • Handy 4x9 inch format β€” fits easily in pocket, purse or bag
  • Four-color, attractive, easy-to-read design
  • About 45 easy-to-read pages

Gift Types Covered:

  • Gifts From Your Will or Trust (also known as Bequests)
  • Gifts of Stock and Appreciated Assets
  • Life Insurance – Lifetime Gifts
  • Gifts of Personal Property
  • Real Estate
  • Retirement Plan
  • Charitable Gift Annuities – Immediate
  • Charitable Gift Annuities – Deferred
  • Charitable Gift Annuities – Flexible
  • Charitable Remainder Trusts
  • Pooled Income Funds
  • Charitable Bargain Sales
  • Charitable Lead Trusts
  • Retained Life Estates