or direct mail pieces to your core group - planned giving · ☛ excuses, excuses, excuses...
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1288 Valley Forge Road, Unit 82Phoenixville, PA 19460
Call 800-490-7090 for pricing.Or email us at: [email protected]
Bequests. The most important gift. Bequests are often associated with
super wealthy donors. With a clear
sighted message in an elegant,
full-color brochure you can remind
your donors that is not the case...
and gently show a simple way to
leave your organization in their estate
plans. Bequest giving boosts annual
giving, so these brochures are a
must-have.
Popular topics☛ Gifts Anyone Can Make*
☛ Don’t Worry. You Don’t Need a Will.
The Government Will Take
Care of It For You.
☛ When There’s a Will, There’s a Way.
☛ “I’m Too Young to Make a Gift!”
☛ 8 Pitfalls in Writing Your Will
☛ To Build and Sustain
(Gift Planning Overview)
☛ A Steady Stream of Cash You Can
Rely On (CGAs)
☛ This Year, Resolve to Update
Your Estate!
☛ Diversify for Retirement (CGAs)
☛ Excuses, Excuses, Excuses (Bequests)
☛ Gifts of Appreciated Securities
☛ Give and Get Back (CGAs)
☛ Give Now, Increase Your
Retirement Later (DGAs)
☛ Got Real Estate?
planningmakes thedifference
Ways-of-Giving Brochures A must-have brochure for any organization Explains planned gift options in plain English with helpful examples
and planning tips.
• Cash vs. Property
• Cornerstone Gifts (Bequests, Retirement Assets, Life Insurance)
• Life Income Gifts (CGA, DGA, Unitrust, Annuity Trust, Lead Trust)
Fully customizable to fit your organization. Extremely effective
and very simple to integrate into your existing marketing program.
Can’t decide which topic?
Call our direct mail consultants,
Matt Tumolo and Jean Marie Martin,
for a complimentary brainstorming
session (800-490-7090).
Don’t worry.You don’t need a will. The government will take care of it for you.
Westin Memorial Health System
change is constant
your estate plan
shouldn’t be
PHILLIPS EXETER ACADEMY
*Most popular
Effective leave-behind publicationsor direct mail pieces to your core group