Planned Giving Overview

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...

Hungry to Make a Gift? – Check What’s on Our Menu (Gift Planning Overview)

This document will help educate your donors about the various gift planning options so you can have a conversation with those who are interested in supporting your organization. It mimics a...

Promoting Your Planned Giving Program

Have a planned giving website? This letter will help you announce it. Don't have a planned giving website? There is a second version of the letter for...

Relax, It's Revocable! (Gift Planning Overview)

Sometimes donors are loathe to part with assets irrevocably, but they still want to support your mission. This brochure cuts to the chase on revocable gifts that donors can make today, that cost...

Some Gifts Are Bad for You… and That’s Not Good!

There many ways to give that you encourage your donors to consider, but you never want to encourage or accept is a gift that will harm your donor’s financial or personal situation. Gifts should...

We Want You to Be Satisfied! (Gift Planning Overview)

At the end of the day, your donors make wonderful charitable gifts because they want to support your mission. Yes, there are tax and financial benefits, but that is not the primary reason they...

What Will You Leave Behind?

Most of us want to do good deeds, and some of us would like to be remembered for them. This article encourages donors to ask themselves how they can leave an impact long after they are gone. One...

Why Settle for “Good” – Go for Great! (Gift Planning Overview)

A "good" gift may sound just fine, but why settle for good when you can have great? Encourage your donors to create great gifts - and it’s easy if they plan their gifts wisely. This article will...

Why Us? (Gift Planning Overview)

What connects any donor to a charity is the mission. It’s important that your communications about planned giving always include something about your mission because you are reminding donors of...

You Can Minimize the Cost of Making a Gift

Everything costs money, including giving money away. The cost of making a planned gift will vary, depending in large part of how much time a donor’s professional advisor needs to spend educating...