Planned Giving Pocket Guide

for Professional Gift Planners and Major Gifts Officers

Three (3) complimentary copies plus additional outreach with LegacyPRO Planned Giving Websites.

This is the insiders’ guide to what planned gifts can do for your donors and for your organization.

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 your organization and your prospects.

Use the guide to gain more happy donors and larger gifts.

  • Educate Your Team
  • Jumpstart Your Career
  • Inspire Legacy Gifts

New! Now includes a foldout gift comparison chart.

Three Versions

Planned Giving Training & Education

Gift Plans Covered

GIFTS ANYONE CAN MAKE

Gifts From a Will or Trust (Bequests)

Stock and Appreciated Securities

Donor Advised Funds

Life Insurance – Lifetime Gifts

Life Insurance – Revocable

Business Interests

Closely-Held Stock

Partnerships

Tangible Personal Property

Real Estate

Retirement Plan – Lifetime Gifts

Retirement Plan – Estate Distributions

GIFTS THAT PAY INCOME

Charitable Gift Annuities – Immediate

Charitable Gift Annuities – Deferred

Charitable Gift Annuities – Flexible

Charitable Remainder Annuity Trusts

Charitable Remainder Unitrusts

Flip Unitrusts

Pooled Income Funds

GIFTS THAT PROTECT ASSETS

Charitable Bargain Sales

Charitable Lead Trusts

Retained Life Estates