Copy and Content for Your Planned Giving Newsletters

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. 
...

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....

"I'm Too Young to Make a Gift!"

Tell your younger donors about the gift planning techniques they can use to make significant gifts to your charity.  This benefits-focused brochure shows how deferred gift annuities, flip...

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...

Change is Constant: Your Estate Plan Shouldn't Be.

Remember... bequests constitute over 70% of planned gifts. Here’s a handy, yet valuable guide for your prospects that tells them when they should review their estate plan: the changes in...

It's OK to be a Little Selfish When You Make a Gift!

[Note: primarily written as newsletter copy, this document can easily be used as an article/column for your next publication, or be adapted into a solicitation letter with minor effort.]

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...

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...

"I Can't Make a Big Gift This Year!" (Flip Unitrusts, Deferred Gift Annuities)

Make giving easier! A targeted communication to pre-retirement prospects who decline major outright gifts and probably think that “planned giving” just means bequests.

Copy is...

A Big Thumbs Up! (CGAs)

Donors love gift annuities. Why do they give the big thumbs up? There are lots of reasons, and this brochure highlights some of the best. If you need a rah rah article about gift annuities, this...

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)....

Benefits Galore! (CGAs)

The charitable gift annuity is truly a gift full of benefits. It provides important major support for your charity. And it also delivers a number of other impressive benefits to the donor. This...

Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

Brochure demystifies planning for at-death gifts, and relates them to prospects’ own estate planning. Clear, accurate overviews of bequests (with sample language included), gifts of retirement...

Charitable Gift Annuities

Here’s a clear explanation of Charitable Gift Annuities in a longer format than our Marketing Essentials copy; works well as lead article in...

Charitable Gift Annuities, Deferred Gift Annuities, Charitable Remainder Trusts

[Note: there are two versions of this document. This is the shorter version with 500 words, versus 700 in the other]
A shorter version of our life-income gifts overview, appropriate for...

Charitable Lead Trusts

An overview of lead trusts that focuses on their usefulness in estate and family-wealth planning – and minimizes dense tax and gift-detail technicalities of this complex gift plan. Highlights...

Charitable Lead Trusts

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...

Charitable Remainder Trusts

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...

Customize Your Contribution! (Unitrusts, Annuity Trusts)

A benefits-focused overview of unitrusts and annuity trusts, which often deliver the largest contributions you receive each year. The trusts’ features are clearly explained, but the brochure’s...

Deferred Gift Annuities, Flexible Gift Annuities

A targeted communication on two rewarding gift plans that will appeal to younger (late-40s to early-60s) planned giving prospects. Especially appropriate for high-income professionals. Copy is...

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...