Planned Giving Pocket Guide
For Professional Gift Planners and Major Gifts Officers
Three (3) complimentary copies plus additional outreach with LegacyPRO Planned Giving Websites.
Receive single copies of each for FREE with our Ways-of-Giving brochure.
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