Marketing Essentials

Introduction to Planned Giving

This is an elegantly written, easy-to-understand letter designed to gently introduce (or re-introduce) the concept of "giving wisely" (i.e., planned giving) to your prospects. It also...

Promoting Your Gift Planning Program

Do you have a gift planning program, but haven’t gotten your gift planning website up and running yet? Not to worry, you still can and should promote gift planning to your prospects with direct...

If it's between Uncle Sam and my favorite charity, guess where my IRA will go! (Retirement Plans)

Strong, persuasive copy for a simple postcard that shows prospects the tax risks of passing their retirement plan to heirs, and the tax savings of transferring it to you. Readers are led to you...

Look How Much a Bequest Can Do!

Here's everything you want your prospects to know about giving through their will.

Highlights both the benefits and the specifics of estate-plan gifts. Includes sample language for...

You've Heard You Need a Will — Here's Why

Think about your bequest prospects who don’t even know why they need a will in the first place.  There are more of them than you think, and they’re tuning out your marketing message. 
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Will You Leave a Legacy? (Bequests)

Your planned gift marketing can start right here, with this clear, concise and powerful blueprint of how a charitable bequest works, and what an easy and flexible gift it is for donors....

8 Pitfalls in Writing Your Will

How many folk do you think die without a will? According to the most recent NCPG Survey, it’s 42%!  That means, if they have decisions about guardianship for a young child, which relatives...

The Gift That Benefits Everyone (Charitable Gift Annuity)

A thorough, persuasive brochure that focuses your prospects’ attention on the benefits of a charitable gift annuity, the most popular life-income gift. The working details of the gift...

To Build and Sustain (Gift Planning Overview)

Engaging, benefits-driven copy for a comprehensive brochure that will offer the full range of gift planning options to your prospects. Includes sidebars, callouts and...

What Do You Want Your Gift To Do — For You?

A lively overview of gift plans that highlights how receiving benefits back from a gift helps prospects be more generous in supporting your organization.

An engaging, you-can-do-it...

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...

Begin the Year with the Right Steps!

If you don't constantly remind your audience on "ways to give wisely," you can watch your gifts go elsewhere.

Start the New Year right with two simple, yet crucial "informative...

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...

12-Month Marketing Plan Documents

Save by purchasing all documents for the 12-Month Marketing Plan in one order.

A Big Thumbs Up! (CGAs)

Donors love gift annuities. Why do they give the big thumbs up? There are lots of reasons, and this brochure highlights some of the best. If you need a rah rah article about gift annuities, this...

A Gift That Costs Nothing During Lifetime! (Bequests)

This persuasive postcard capitalizes on the basic appeal to prospects of a charitable bequest: they can meet personal and family commitments today while providing for a substantial gift to you...

A Steady Stream of Cash You Can Rely On (Charitable Gift Annuities)

Who wouldn’t want a steady stream of cash that they can count on? We’re sure many of your donors would, especially in an unstable economy or when stocks are on a roller coaster ride. This...

A Tribute That Will Last (Endowment Giving)

Here is an alternative marketing piece on your endowment that is somewhat less detailed (yet still fully accurate), and focuses on how a donor can use a gift to your endowment to honor a loved...

Are You a Done It or a Want To Do It? (Bequests)

A direct encouragement to your prospects to get started writing their wills.

The theme is the satisfaction and peace of mind readers will feel after the job is done. Your organization...

Are You Exercising Your Will Power? (Bequests)

In a non-threatening, positive style, this piece sets up the most common excuses prospects hide behind for not writing a will (60 percent of your potential bequest donors die without a will)....

Be a Boy Scout and Be Prepared (Bequests)

We offer a selection of pieces that push prospects out of their inertia about writing a will — the greatest impediment you face in closing more estate gifts (approximately 60 percent of...

Charitable Gift Annuities, Deferred Gift Annuities, Charitable Remainder Trusts

[Note: there are two versions of this document. This is the shorter version with 500 words, versus 700 in the other]
A shorter version of our life-income gifts overview, appropriate for...

Charitable Gift Annuities, Deferred Gift Annuities, Charitable Remainder Trusts

An introduction to the benefits of life-income gifts that shows readers what a gift plan can do for them. Copy is written to enthuse prospects and whet their appetites for more information from...

Charitable Remainder Trusts

An essential introduction to how unitrusts work and what they can do for your prospects.  Copy begins and ends with specifics on benefits.  Gift description is thorough and accurate yet...