Brochure/E-Brochure Copy

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....

"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...

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...

"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...

A Steady Stream of Cash You Can Rely On (Charitable Gift Annuities)

Who wouldn’t want a steady stream of cash that they can count on? We’re sure many of your donors would, especially in an unstable economy or when stocks are on a roller coaster ride. This...

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...

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, Gifts of Life Insurance, Gifts from Retirement Plans (This Year, Resolve to Update Your Estate!)

By touching on Bequests, Life Insurance and IRAs, here’s a timely nudge to get your prospects over their procrastination and on to reviewing their estate plan – and then making an estate gift to...

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...

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...

Diversify for Retirement (CGAs)

Your donors may not know that one of the advantages of establishing a charitable gift annuity is diversification of their portfolio for retirement. Sometimes it isn’t easy to diversify because it...

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...

Flexibility and Security: The Annuity Trust

Your financially savvy prospects already know about the tax benefits of giving appreciated assets instead of cash during lifetime, and the balance of a retirement plan instead of other estate...