Retirement Plans

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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...

Price: $35.00 | Product ID: 6007

These Gifts Make Giving Easier (Bequests, Gifts of Life Insurance, Gifts from Retirement Plans)

By touching on "gifts anyone can afford," this is an excellent brochure to send out in tough times, especially since successful fundraising depends on emphasizing your desire to partner...

Price: $260.00 | Product ID: 3010

Will You Avoid the IRA Tax Trap?

A clear, complete overview of the benefits of using IRAs and other retirement plans to fund estate gifts. Full technical and tax information, but presented in understandable, persuasive format...

Price: $195.00 | Product ID: 1015

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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!"