Planned Giving Overview

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...

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...

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...

12-Month Marketing Plan Documents

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

Don't Just Make a Gift - Plan It (Gift Planning Overview)

Here's the tool to give your prospects the Big Picture of all their planned gift options. Typical ways-of-giving pieces can confuse readers with poor organization and too much detail. Instead,...

Five Easy Reasons to Give

Planned giving makes a whole lot of sense for donors trying to make a difference for their favorite nonprofit in today’s cranky economy.

But what if a donor doesn’t know about planned...

Hungry to Make a Gift? – Check What’s on Our Menu (Gift Planning Overview)

This document will help educate your donors about the various gift planning options so you can have a conversation with those who are interested in supporting your organization. It mimics a...

Promoting Your Planned Giving Program

Have a planned giving website? This letter will help you announce it. Don't have a planned giving website? There is a second version of the letter for...

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...

Some Gifts Are Bad for You… and That’s Not Good!

There many ways to give that you encourage your donors to consider, but you never want to encourage or accept is a gift that will harm your donor’s financial or personal situation. Gifts should...

We Want You to Be Satisfied! (Gift Planning Overview)

At the end of the day, your donors make wonderful charitable gifts because they want to support your mission. Yes, there are tax and financial benefits, but that is not the primary reason they...

What To Give When You're Giving

The companion to our overview of gift plans, this piece lets prospects know about the range of assets they can use to make their gift. Again, copy is technically accurate but not bound...

What Will You Leave Behind?

Most of us want to do good deeds, and some of us would like to be remembered for them. This article encourages donors to ask themselves how they can leave an impact long after they are gone. One...

Why Settle for “Good” – Go for Great! (Gift Planning Overview)

A "good" gift may sound just fine, but why settle for good when you can have great? Encourage your donors to create great gifts - and it’s easy if they plan their gifts wisely. This article will...

Why Us? (Gift Planning Overview)

What connects any donor to a charity is the mission. It’s important that your communications about planned giving always include something about your mission because you are reminding donors of...

Year-End Giving (Smart Planning = Wise Giving)

This is an ideal time to share charitable giving basics with your donors to help them plan smartly to give wisely, and this brochure is the tool to do it.

Copy compares the...

You Can Minimize the Cost of Making a Gift

Everything costs money, including giving money away. The cost of making a planned gift will vary, depending in large part of how much time a donor’s professional advisor needs to spend educating...