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37 Things People Know About Wills That Aren’t Really So Fact replaces fiction in this look at 37 commonly held myths about wills. The misconceptions form an engrossing framework for discussion. Its attention-getting title makes “37 Things” a good offer in advertisements or mailings. (#110ZA) Download Preview (If you are unable to download the preview, …Read More
This booklet begins with “What is estate planning?” and goes on to introduce popular planning tools and describe ways charitable giving can complement retirement and estate plans. (#610ZA) Download Preview (If you are unable to download the preview, please clear your cache and try again.)
A companion piece to “Giving Securities,” this booklet emphasizes the many gift opportunities open to those who own highly appreciated real property. Donors in areas with rapidly increasing real estate values or who hold the majority of their wealth in real property will benefit from “Giving Real Estate.” (#710ZA) Download Preview (If you are unable …Read More
This booklet addresses gifts of property in general with an emphasis on gifts of stocks, bonds, mutual funds and other securities—the most common forms for noncash gifts. Major donors and prospects will appreciate the up-to-date examples of proven benefits when giving securities. (#310ZA) Download Preview (If you are unable to download the preview, please clear your …Read More
With today’s relatively low interest rates, lead trusts yield especially attractive tax benefits for many donors. Acquaint prospects and their advisors with this versatile but perhaps unfamiliar planning tool, attractive for generating a major charitable gift while having property ultimately returned to the donor or his or her heirs. (#460ZA) Download Preview (If you are …Read More
A thorough discussion of the role of gift annuities in retirement planning and in providing income for loved ones. May be ordered with or without current American Council on Gift Annuities rates (single life) on the back cover. (#211ZA) Download Preview (If you are unable to download the preview, please clear your cache and try …Read More
Review the process of deferred gift planning with emphasis on gift plans that provide an income for life or a term of years. Examples show approaches to solving typical estate planning dilemmas. An all-purpose booklet with many uses. (#430ZA) Download Preview (If you are unable to download the preview, please clear your cache and try …Read More
A review of ways to use life insurance to make charitable gifts, both current and deferred. Assignments of benefits, outright gifts and the uses of insurance to fund or guarantee pledges are discussed, along with ways life insurance may replace other assets used to make charitable gifts. (#510ZA) Download Preview (If you are unable to …Read More
Revocable living trusts are growing in popularity for managing assets during life and distributing them at death outside the probate process. This booklet links charitable giving with living trusts, showing donors how such trusts, wills and philanthropy can work together. (#410ZA) Download Preview (If you are unable to download the preview, please clear your cache …Read More
As more and more Americans reach retirement age, let this booklet remind donors that charitable gifts can be a part of many vehicles created as part of their retirement plans. Appropriate as follow-up to mailings or resource material at estate planning seminars. (#820ZA) Download Preview (If you are unable to download the preview, please clear …Read More
Helpful information for donors who think they might want to make charitable provisions in their wills. Includes the most common methods of giving by will along with forms that help readers organize their affairs. (#130ZA) Download Preview (If you are unable to download the preview, please clear your cache and try again.)
Everyone needs a will in order to claim important rights. Beginning with what can happen when there is no will, readers learn of a will’s value in managing property for the benefit of loved ones and in saving taxes. (#180ZA) Download Preview (If you are unable to download the preview, please clear your cache and …Read More
This publication offers many of the same features as the 15-page version, but in a larger format (5.5″x8.5″) with an attractive full-color cover. It contains 20 pages of user-friendly forms to help your donors organize and list their important personal information such as the location of important documents, funeral instructions and charitable organizations that may …Read More
Looking for something special to present to your best donors or contract holders? Here’s a helpful booklet of forms for recording important facts about its owner’s family, property, investments, estate plan and other financial affairs. Plenty of room for writing makes this piece something every recipient will want to complete and keep. (#730A). Download Preview …Read More
An overview of nine deferred giving options, this booklet provides an introduction to bequests, gifts of remainders and gifts that result in a life income. “Planning for the Future” includes practical examples of how the gifts complement a donor’s overall financial and estate plan. Use with higher-interest prospects and others who have made planned gifts. The …Read More