Showing 17–24 of 24 results
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
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)
Explores how stocks and other investments can fund charitable gifts at less cost than a comparable gift of cash. It is offered in large print to make it easier for your target audience to read. (#2031B)
How donors can make charitable gifts using retirement plans already in place. Offered In large print. (#2021B)
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)
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)