Flip Unitrusts

The most flexible life-income plan you offer your prospects: a flip trust can hold an appreciating but illiquid asset — like investment real estate or a family business — until it is sold, then turn itself into a standard-payment unitrust, with no capital gains costs to the beneficiaries.

Younger prospects planning for the future will want to learn more about this option.

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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. 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!"