The Gift That Works For You

This is an essential introduction to how unitrusts work and what they can do for your prospects. Copy begins and ends with specifics on benefits. The gift description is thorough and accurate yet written in a clear, simple style. Customize with the name of your organization.

Appropriate for a column or article in your publication; can also be used as a secondary article in your newsletter.

How the copy is structured:

• Introduction (Series of questions about prospect’s financial desires)
• Charitable Remainder unitrust
  • How it works
  • What are the Benefits? (4 Benefits Listed)
  • Planning Points