Showing 1–16 of 21 results

  • 37 Things People Know About Wills

    $1.55

    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

  • An Estate Planning Quiz

    $0.55

    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)

  • Better Estate Planning

    $1.55

    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.)

  • Five Ways To Make the Most of Your Gifts

    $0.55

    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)

  • Giving Real Estate

    $1.55

    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

  • Giving Securities

    $1.55

    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

  • Giving Through Charitable Lead Trusts

    $1.55

    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

  • Giving Through Life Income Plans

    $1.55

    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

  • Giving Through Life Insurance

    $1.55

    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

  • Giving Through Living Trusts

    $1.55

    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

  • retirement plans

    Giving Through Retirement Plans

    $1.55

    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

  • Giving Through Your Will

    $1.55

    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.)

  • How a Will Works for You

    $0.55

    Explains the benefits of planning for the future distribution of property. Includes references to what could happen if one fails to plan. (#1612B)

  • How To Protect Your Rights With a Will

    $1.55

    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

  • Making Retirement Accounts Less Taxing

    $0.55

    How those age 70½ or older can enjoy the benefits of tax-free IRA gifts, featuring multiple examples.

  • Personal Financial Affairs Record (Large)

    $2.15

    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