Family, Faith and Philanthropy

An Inspirational Estate Planning Guide for Catholics

Where There’s No Will, There’s No Way

You have all heard the Story of Bob, R.I.P. — don’t let it become the story of your prospects, too.

Over 68 percent of Americans are putting their families at risk because they lack even a basic will (complete stats). Those same people are also squandering an opportunity to cement their legacy of faith through a transformational gift to The Church.

The Generational Wealth Transfer is a fundraising game changer for the Catholic community. According to the late Robert Sharpe, it’s the “golden age for philanthropy.”

But parishes and Catholic schools across the country are missing out, because they’re not connecting with their constituency despite having a captive audience present every Sunday morning).

One way to reach your flock is through this inspirational estate planning guide, especially when you pair a free-will planner on your planned giving website. You can help by gently reminding them that establishing an estate plan early on and readjusting it as needed throughout one’s lifetime can help them prepare for the future, protect their family, and leave a legacy of love worthy of their Catholic faith. They’ll learn about different ways to extend their legacy for generations to come, such as through a bequest — the most popular planned gift, and the easiest to give. And they’ll learn about other tax-wise giving strategies that can maximize the power of their philanthropy while also benefitting their loved ones.

Click Gallery on left for samples.

Content Outline

Bequests: Easy to Give, Easy to Receive

Take the fear out of estate planning by educating your donors how to write a will, plan a bequest, and make other long-term arrangements that aligns with their interests and meets their personal goals with this simple Estate Planning Toolkit.

With these facts in mind, you can’t afford not to pursue bequests.

Bequests: Increases Annual Giving

That’s your upside which should not be ignored. This handy guide is an “ice-breaker” to reach this fertile audience.

This lead generation tool educates your donors that it’s more than just about giving to your organization… it’s about investing in their legacy.

Content Outline

HOW WE DEVELOPED IT

  • We reviewed the products from all vendors and concluded they were long and complicated. Even though we know planned giving, we felt like we were being led down a labyrinth. Imagine the poor prospect!
  • We researched estate planning materials put out by major financial institutions such as banks and investment firms.
  • We researched other estate planning tools online.
  • We concluded there was a gap in all the products. No one is producing a simple estate planning guide with an emphasis on charitable planning.
  • Our marketing writer wrote the content, an attorney reviewed it, and our graphic designer made it look outstanding.
  • We combined the best of the best, kept things simple, and emphasized charitable planned gifts (after all, you’re a nonprofit not a financial planner). The result: a practical tool that doesn’t make the donor feel they are in law school with superfluous content and quizzes to take.
  • Finally, we also developed an Estate Planning Guide specifically targeted to Women to augment our vast library.

Save time. No need for endless meetings to “personalize” your Estate Planning Guide. We have it down to a science.

You may wish to edit the language in this booklet, but that’s defeating the purpose. We’ve done the work so you don’t have to. To personalize it, use whatever cover you wish, including your own photos, and the introduction. We also have a ton of gorgeous stock imagery at your disposal.

Deliverables include a beautifully designed  PDF of this booklet which you can forward to donors on an as-needed basis, or post on your planned giving website.  We can provide printing services if desired.

You will be very proud to distribute your customized Estate Planning Guide for Catholics.

See story-telling companion book that can be customized.

Reach out! We look forward to hearing from you.

800-490-7090
succeed@plannedgiving.com

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