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Planned Giving Marketing Tools

A planned giving marketing campaign in one package.

Here's a time-saving, money-saving tool to free fundraisers from back-office chores and get them out closing gifts. These toolkits give you a start-to-finish marketing campaign on the gifts you most want to promote. You get solicitation letters, testimonials, display ads, columns, newsletter copy and more all working together to build your prospects’ interest in a gift plan. We tell you what piece to send next, and suggest when to send it. The result? No more campaigns that start strong then falter because you’ve run out of time or resources to plan and write follow-up materials. Use the materials in each marketing package as-is, or customize them as you as you wish.

The topics?

From starting-your-program basics like Building Endowment and Giving Through Wills and Trusts, to sophisticated gift planning like Preserving Your Estate and Life-Income Plans. Why struggle to write marketing letters and compose ads, or wait while costly professionals do it for you? Your job is closing gifts – and these gift planning toolkits will give your more time to do just that.

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Get Your Board on Board

Get Your Board on Board

A powerful Power Point presentation to convince your board on the importance of planned giving and endowment. Whether you are starting a new program or stregthening an existing one, it's always...

$250.00  Sale Price: $110.00
 
The Ultimate Quick Reference Planned Giving Pocket Guide

The Ultimate Quick Reference Planned Giving Pocket Guide

Due to high demand this product is currently on backorder until mid-September, when we will have the 2011 edition available.

It's the...

Price: $24.95 | Product ID: 11000
 
CGA Mini Toolkit

CGA Mini Toolkit

This Combo Pack helps you achieve maximum results and takes the guesswork out of the process. Why waste time deliberating over which pieces to send and in what order to mail them?

This...

Price: $315.00 | Product ID: 10005
 
Bequest Toolkit

Bequest Toolkit

[Please download this brochure for complete details.]

Price: $495.00 | Product ID: 10003
 
Building Your Endowment

Building Your Endowment

Instructions, suggestions, a timeline and rights-managed content for a mini marketing campaign that can start working for you today and bring you results tomorrow.

Your planned giving...

Price: $295.00 | Product ID: 10000
 
Will Kit

Will Kit

This handy collection of documents serves as a powerful and elegant promotional handout kit that makes networking easy. 

Use them as leave behind on donor visits. Give them out...

Price: $199.00 | Product ID: 10006
 

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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!"