Planned Giving Brochures
Q: What fits in a No.10 envelope, answers questions and prompts responses from your donors?
A: Any of Sharpe’s 20 expertly crafted brochures.
From how to make a will to an estate planning quiz to the ins and outs of a number of gift options, Sharpe brochures are important to the marketing activities of many of America’s most successful gift planning development efforts.
Designed to provide a quick read and motivate responses, each design includes space for your imprint on the front and contact information on the back.
Choose from our designs and titles listed below, or we can work together to create a custom, one-of-a-kind brochure just for you.
Wills & Bequests Series
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[item title=”The State Has Made Your Will”]
Explains what can happen when one fails to create a will or other estate plan; how state laws generally work when there is no will, as well as how to avoid the “state-made will.” (#1116B)
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[item title=”When Should a Woman Have a Will?”]
The importance of long-range planning, especially for women as well as avoiding unnecessary expenses and dealing with jointly owned property in estate plans. (#1126B)
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[item title=”Eleven Things to Remember”]
Highlights key points to consider in making estate plans, including ideas for completing charitable gifts. (#1136B)
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[item title=”You Never Need to Change Your Will Unless…”]
Life changes—including tax law changes, change in marital status, and changes in assets–that could prompt a change in long-range plans. (#1146B)
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[item title=”Has Congress Changed Your Will?”]
Updated to reflect changes brought about by January 2013 tax legislation, explains what the changes mean to individuals’ wills. Topics include estate taxes, special rules for spouses and lifetime gifts. (#1416)
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[item title=”What to Tell Your Attorney About Your Plans”]
How to plan before visiting an attorney about a will. Also includes a helpful list of life changes that may alert donors to the need to update their plans. (#1442B)
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[item title=”How a Will Works for You”]
Explains the benefits of planning for the future distribution of property. Includes references to what could happen if one fails to plan. (#1612B)
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[item title=”An Estate Planning Quiz”]
Contains a useful true/false quiz on long-range estate and financial planning issues. After taking the quiz, readers may find areas of their plans that need improvement. (#1632B)
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Q&A Series
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[item title=”Questions & Answers About Life Insurance”]
The benefits of making charitable gifts through obsolete life insurance policies; addresses the most common questions that arise when considering a gift of life insurance, including who should consider giving such a gift and how the gift is carried out. Offered in large print. (#2020B)
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[item title=”Questions & Answers About Retirement Plan Giving”]
How donors can make charitable gifts using retirement plans already in place. Offered In large print. (#2021B)
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[item title=”Questions & Answers About Wills and Bequests”]
Focuses on the will, but is presented in a large print layout that is designed specifically for those 70 and older. Offered in large print. (#2024B)
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[item title=”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. Offered in large print. (#2025B)
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[item title=”Questions & Answers About Gift Annuities”]
This large-print brochure, designed especially for the 70+ donor, explains gift annuities and their many benefits. May be ordered with or without current American Council on Gift Annuities rates (single life) on the back cover. Offered in large print. (#2026B)
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[item title=”Questions & Answers About Giving for Income”]
An overview of giving options that provide income and other financial benefits; explores how to make charitable gifts and enjoy extra income at the same time. (#2027)
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[item title=”Questions & Answers About Giving Securities”]
Explores how stocks and other investments can help make charitable gifts at less cost than a comparable gift of cash. Offered In large print. (#2031B)
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[item title=”Question & Answers About Estate Planning for Women”]
Is estate planning for women different from men? Covers the unique circumstances women may face in the estate planning process and ways women can take control over their long-range financial plans, which often include charitable gifts. Offered in large print. (#2032B)
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[item title=”Question & Answers About Deferred Payment Gift Annuities”]
All about deferred gift annuities, which are designed to begin making payments to donors at a predetermined future time while funding a gift today. Offered in large print. (#2033B)
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[item title=”Question & Answers About Giving Real Estate”]
Answers to some of the most commonly asked questions about giving real estate, including types of real estate one can give, how to continue to live at the property once donated, and the advantages of making a real estate gift. (#2035B)
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Additional Brochure Topics
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[item title=”Five Ways to Make the Most of Your Gifts”]
This attractive and readable brochure outlines in clear language five of the most popular, practical and effective ways for donors to make larger gifts or gifts of a lifetime. (#5000)
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[item title=”Giving Through Living Memorials”]
How to make charitable gifts that honor others. A special personalized response panel allows donors to request more information or complete their memorial gift. (#MEM8)
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[item title=”Thanks for Giving”]
Choose from three designs that help you acknowledge your donors’ generosity and suggest other ways they may wish to consider giving.
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[item title=”The Charitable IRA”]
How those over age 70 ½ can enjoy the benefits of tax-free IRA gifts, with multiple examples.
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Request samples here, check to see if your existing publications are up to date or download order form for Sharpe booklets and brochures.