Estate Planning
There are many ways a good estate plan can help donors create legacy gifts create legacy gift and possibly benefit from tax savings as well.
From many titles and subjects and personalize your printed Print-On-Demand Publications to share with your donors.
EXPLORE THE TITLES BELOW
*Click on a publication cover to view a PDF preview.*
Brochures
 | Caring for Our Four-Legged Loved Ones Though many people have a pet, these loved ones can be overlooked in estate planning. This brochure contains ideas for ensuring their care in the future. |
 | An Estate Planning Quiz for Women A helpful true/false quiz on estate and financial plans for women. The results can help women evaluate if there are areas that need to be updated. |
 | An Estate Planning Quiz This brochure contains a useful true/false quiz on estate and financial planning issues. After taking the quiz, readers may find areas of their plans that need improvement. |
 | Every Woman Needs an Estate Plan The importance of long-range planning for women, especially navigating jointly owned property, trusts and beneficiary designations in estate plans. |
 | Questions & Answers About Estate Planning Focuses on managing and distributing property through an estate plan. Explains how to begin the estate planning process, arrangements such as wills and trusts, and the benefits of including philanthropic gifts in one’s estate plan. |
Booklets
 | Better Estate Planning Donors can explore practical aspects to keep in mind while arranging their long-term plans in addition to numerous components that can be used together for a comprehensive estate plan. |
Pocket Guides
 | Personal Financial Affairs Record This helpful booklet assists your donors with recording important facts about their family, property, investments, estate plan and other financial affairs. |
 | Personal Planning Guide Personal Planning Guide One of the most popular pocket guides packed with important financial information and planning tips for donors as they consider their year-end gifts. |
 | Financial Figures Pocket Guide Handy reference guide featuring tax charts and financial figures related to income tax, investment, retirement and estate planning. Ideal for your top donors and prospects as well as your advisor network. |
Note: All Pocket Guides are updated annually and reflect current 2026 figures and information. If you have questions about the content of a specific title or would like help selecting the right publication for your needs, click here to contact us.