Deferred Gift Annuities

Brochure/eBrochure / Deferred Gift Annuities

Let your younger prospects know about the gift plan that delivers benefits when they need them most: a large charitable deduction while they’re in high-earnings years, and an additional stream of payments when they’ve retired.

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"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

"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.

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Price: $440.00 | Product ID: 3011

Gift Annuities, Deferred Gift Annuities, Charitable Remainder Trusts

[Note: there are two versions of this document. This is the longer version with 700 words]

A strong, benefits-focused overview on life-income gifts (CGA, DGA, CRTs).

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Price: $285.00 | Product ID: 1007

Give Now, Increase Your Retirement Later (DGAs)

No, this isn’t a contradictory message. Rather, it’s a straightforward way to let your younger donors know that a deferred gift annuity could be a gift and a savvy retirement strategy, all in one!...

Price: $220.00 | Product ID: 3040

Give Your Retirement a Boost (CGAs & DGAs)

Here’s some information you’ll want to share that with your younger Baby Boom and Generation X donors. This brochure helps them understand how charitable giving and retirement planning can work...

Price: $215.00 | Product ID: 3036

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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!"