Smaller Non-Profit?

Introduction to Planned Giving

This is an elegantly written, easy-to-understand letter designed to gently introduce (or re-introduce) the concept of "giving wisely" (i.e., planned giving) to your prospects. It also...

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 direct...

If it's between Uncle Sam and my favorite charity, guess where my IRA will go! (Retirement Plans)

Strong, persuasive copy for a simple postcard that shows prospects the tax risks of passing their retirement plan to heirs, and the tax savings of transferring it to you. Readers are led to you...

Look How Much a Bequest Can Do!

Here's everything you want your prospects to know about giving through their will.

Highlights both the benefits and the specifics of estate-plan gifts. Includes sample language for...

You've Heard You Need a Will — Here's Why

Think about your bequest prospects who don’t even know why they need a will in the first place.  There are more of them than you think, and they’re tuning out your marketing message. 
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Will You Leave a Legacy? (Bequests)

Your planned gift marketing can start right here, with this clear, concise and powerful blueprint of how a charitable bequest works, and what an easy and flexible gift it is for donors....

8 Pitfalls in Writing Your Will

How many folk do you think die without a will? According to the most recent NCPG Survey, it’s 42%!  That means, if they have decisions about guardianship for a young child, which relatives...

The Gift That Benefits Everyone (Charitable Gift Annuity)

A thorough, persuasive brochure that focuses your prospects’ attention on the benefits of a charitable gift annuity, the most popular life-income gift. The working details of the gift...

To Build and Sustain (Gift Planning Overview)

Engaging, benefits-driven copy for a comprehensive brochure that will offer the full range of gift planning options to your prospects. Includes sidebars, callouts and...

What Do You Want Your Gift To Do — For You?

A lively overview of gift plans that highlights how receiving benefits back from a gift helps prospects be more generous in supporting your organization.

An engaging, you-can-do-it...

Begin the Year with the Right Steps!

If you don't constantly remind your audience on "ways to give wisely," you can watch your gifts go elsewhere.

Start the New Year right with two simple, yet crucial "informative...

The Ultimate Quick Reference Planned Giving Pocket Guide

Due to high demand this product is currently on backorder until mid-September, when we will have the 2011 edition available.

It's the...

A Gift That Costs Nothing During Lifetime! (Bequests)

This persuasive postcard capitalizes on the basic appeal to prospects of a charitable bequest: they can meet personal and family commitments today while providing for a substantial gift to you...

A Tribute That Will Last (Endowment Giving)

Here is an alternative marketing piece on your endowment that is somewhat less detailed (yet still fully accurate), and focuses on how a donor can use a gift to your endowment to honor a loved...

Are You a Done It or a Want To Do It? (Bequests)

A direct encouragement to your prospects to get started writing their wills.

The theme is the satisfaction and peace of mind readers will feel after the job is done. Your organization...

Are You Exercising Your Will Power? (Bequests)

In a non-threatening, positive style, this piece sets up the most common excuses prospects hide behind for not writing a will (60 percent of your potential bequest donors die without a will)....

Be a Boy Scout and Be Prepared (Bequests)

We offer a selection of pieces that push prospects out of their inertia about writing a will — the greatest impediment you face in closing more estate gifts (approximately 60 percent of...

Don't Just Make a Gift - Plan It (Gift Planning Overview)

Here's the tool to give your prospects the Big Picture of all their planned gift options. Typical ways-of-giving pieces can confuse readers with poor organization and too much detail. Instead,...

Easy Does It (Bequests)

Every fundraiser dreads this response to a solicitation for charitable bequests: "Too late — I've already written a will."

This brochure is your...

Excuses, Excuses, Excuses (Bequests)

Here is a no-nonsense counter-attack to the reasons prospects give for not planning their estates and writing a will. The reasons are dismissed as "excuses" that keep prospects from helping...

Gift Planning Overview

Here’s the building-block concept in gift planning: many donors can give more if they plan alternatives to outright cash gifts. Clear, to-the-point copy highlights the most popular ways of...

Gifts of Appreciated Assets (Appreciate Your Appreciated Property)

Even in the current economic climate, many of your donors are holding stocks that have appreciated significantly, and many of them don’t know the benefits of giving appreciated securities...

Gifts of Appreciated Securities

Let your prospects know how they can save by using this essential gift planning technique: giving appreciated securities instead of cash.

Includes an example, planning points and...

Gifts of Appreciated Securities

Here are the benefits of the essential non-cash gift. Copy draws readers’ attention to the flexibility and tax-savings of using securities instead of cash to make their gift, then directs them...