Beneficiary Designation Website and Toolkit
Over 90% of all planned gifts are beneficiary designations. They are simple to give, easy to arrange, and usually do not require an attorney. Any person who cares about your mission – rich or poor, educated or not – can make these kinds of gifts.
So forget about Unitrusts. They’re complicated and uncommon. Cancel that seminar on gift annuities. You didn’t want to go anyway!
By simply promoting Beneficiary Designations to your prospects, you will see both your organization and career grow.
And speaking of simple, our new “Designate and Donate” program makes it ridiculously swift, effortless and trouble-free for you to get the word out about the easiest, most popular planned gifts.
This product includes:
- Planned Giving Website
- Marketing Outreach Materials
- Educational Tools for In-House Use
Planned Giving Website
- Appreciated Securities/Stocks and Investments Fund Accounts
- United States Savings Bonds
- Bank Accounts
- Jointly Held Accounts
- Life Insurance
*Any gift plan can be omitted. No editorial revisions and architectural customizations available with this product.
- 100% branded to reflect your existing website.
- Customized with your name, logo, and contact info.
- Online submission form.
- “What is Planned Giving” video customized with your logo
- All planned giving information hosted under our unique search-engine-friendly address: plannedgiving.org
- Social media integration — all pages tied into your network
- High density keywords for SEO (search engine optimization)
- Discounts to upgrade your website as your program grows.