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For Younger Prospects

Donors are writing their wills in their 40s and setting up unitrusts in their 50s – but how can you get the attention of these busy individuals when other organizations are already soliciting them? By talking to them about their goals and plans instead of about the details of your gifts. Chose topics that show how a gift plan can lower income taxes, build savings for kids' tuition, and help with retirement planning.

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

"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...

Price: $395.00 | Product ID: 3008
 
Change is Constant: Your Estate Plan Shouldn't Be.

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...

$285.00  Sale Price: $245.00
 
"I Can't Make a Big Gift This Year!" (Flip Unitrusts, Deferred Gift Annuities)

"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...

Price: $440.00 | Product ID: 3011
 

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Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.

It's the reference "for the rest of us!"