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 close larger gifts.
New! Includes a foldout gift comparison chart.
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
Charitable Gift Annuities – Immediate
Charitable Gift Annuities – Deferred
Charitable Gift Annuities – Flexible
Charitable Remainder Annuity Trusts
Charitable Remainder Unitrusts
Flip Unitrusts
Pooled Income Funds
Three (3) complimentary copies plus additional outreach with LegacyPRO Planned Giving Websites.