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Gifts from Retirement Plans

Your prospects can save their heirs from double taxes, and use an overlooked asset to make a significant gift.

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

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...

Price: $330.00 | Product ID: 3009
 
Bequests, Retirement Plans, Life Insurance, Charitable Lead Trusts

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...

Price: $385.00 | Product ID: 3007
 
Relax, It's Revocable! (Gift Planning Overview)

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...

Price: $255.00 | Product ID: 3098
 
These Gifts Make Giving Easier (Bequests, Gifts of Life Insurance, Gifts from Retirement Plans)

These Gifts Make Giving Easier (Bequests, Gifts of Life Insurance, Gifts from Retirement Plans)

By touching on "gifts anyone can afford," this is an excellent brochure to send out in tough times, especially since successful fundraising depends on emphasizing your desire to partner...

Price: $260.00 | Product ID: 3010
 

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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!"