Complete Collection: Set of 11 Estate Planning Brochures

Download PDF Specification Sheet with Images

Educate your donors and get them thinking about planned giving with these 11, attractive, informational estate planning brochures. Considering that over half of Americans lack an estate plan, these are essential reading for your nonprofit’s audience.

Perfect for donors, prospects, volunteers, and board members.

(Note: the components of this package are also available individually.)

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10 Things to Remember When Planning Your Future.
Includes: 25 Estate Documents You Need to Put In One Place. Help your donors protect their loved ones with these 10 tips for creating an estate plan. Alternate title suggestion: Live Well. Leave Well. Plan Your Estate for Those You Love.

8 Tax Tips for Making the Most of Your Charitable Donations.
Give your donors eight tips they can use to ensure they’re maximizing their charitable donations.

12 Simple Steps to Creating an Estate Plan.
Show your donors how to create an estate plan, and why it’s important for their loved ones. This brochure covers trusts, bequests, life insurance, estate taxes and more.

Wise Women Estate Planning Essentials.
Estate planning is especially important for women, because they live longer. Show prospects how they can get peace of mind and financial security by protecting themselves and their family with a will.

How to Create an Estate Plan.
Provide your prospects with a quick, 5-tip breakdown on how they can create an estate plan.

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Save Your Estate for Your Heirs.
Minimize Probate Expenses. Give donors and prospects some helpful information on how to reduce or eliminate probate expenses. Includes charitable gifts and beneficiary designations.

The Philanthropist’s Guide to Selecting Effective Charities.
Show your prospects what factors to consider and where to find information when they’re deciding on which charities are worth supporting.

Top 7 Estate-Planning Mistakes.
Educate your audience on estate planning and show them how to avoid traps that lead to confusion and misunderstandings.

Life Insurance as an Estate Planning Tool.
Provide high-net-worth individuals with a strategy that uses an Irrevocable Life Insurance Trust to shield family from estate taxes.

Essential Steps for Setting Up a Trust.
Show donors that setting up a trust isn’t just for the wealthy, nor is it complicated. Includes reasons to create a trust and considerations for selecting beneficiaries and trustees.

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Each brochure comes in two formats:

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Print Version (4×9)

• Fits perfectly in a No. 10 envelope.
• Serves as a leave-behind piece.
• Suited for direct mail.
• “Package stuffer” at society events, etc.

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eBrochure (8.5 x 11)

• Serves as a downloadable.
• Prints conveniently on any laser printer.
• Suitable for email attachments
• Place them on your planned giving website

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Customize and brand it as you wish! Or, for an additional fee, have us do it for you.

See specification sheet (PDF).

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