Planned Giving Brochures

Use our online platform to personalize and order printed brochures targeted to your donors—uniquely styled with colors and images that brand your message and your mission.

🚩 Special summer pricing through September 30!

Choose an accent color and cover image from the provided selections to create a brochure that aligns with your fundraising strategy and fits your organization. Upload your own image and your full-color logo to personalize both the front and back of your brochure.

How to Get Started

1. Sign up to obtain a username and password to create your on-demand publications.
2. Click on a title in the dropdown menu below to download a PDF preview of each available publication.
3. Choose a title.

   
   Publications (🚩 Updated for 2025):
   ABCs of Giving
   An Estate Planning Quiz
   An Estate Planning Quiz for Women
   Caring for Our Four-Legged Loved Ones
   Eleven Things to Remember
   Every Woman Needs an Estate Plan
   Five Ways to Make the Most of Your Gifts
   
   How a Will Works for You
   Is Your Will Obsolete?
   🚩 Making Retirement Accounts Less Taxing
   🚩 Meaningful Giving – Memorials
   Q&A About Deferred Payment Gift Annuities
   Q&A About Estate Planning
   🚩 Q&A About Gift Annuities (with current rates)
   🚩 Q&A About Gift Annuities (without rates)
   Q&A About Giving for Income
   Q&A About Giving Life Insurance
   Q&A About Giving Real Estate
   Q&A About Giving Securities
   🚩 Q&A About Retirement Plan Giving
   Q&A About Wills and Bequests
   The State Has Made Your Will
   🚩 Thanks for Giving
   Unlocking a New Source for Support — Cryptocurrency
   You Never Need to Change Your Will Unless…
   

4. Choose your cover style. If choosing a cover with an image from your own library, view our guidelines for digital art submission. Select a photo that meets the outlined specifications to ensure the quality of your product. Upon logging in to the store, you may choose from a group of pre-selected images in the photo bank.
5. Review pricing chart (see below).
6. You will need the following items to get started:
   • Photo (if you would like to use your own).
   • Logo(s) for front and/or back panel.
   • Contact information or additional messaging for the back panel.
   • Bill to/ship to information.
7. Review the step-by-step instructions for creating and ordering your personalized publications.