How Can I Make a Big Gift When I’m Still Saving for Retirement?

This Brochure makes giving easier! A targeted communication to pre-retirement prospects who feel they may need to decline a major gift but would gladly help if you show them how a gift now can add to their retirement savings.

Copy is benefits-focused and can help prospects strengthen their retirement savings right now by making a major gift to your organization.

Describes flip unitrusts and deferred gift annuities (with sidebar information on flexible gift annuities), rewarding gift plans that strongly appeal to your younger (late-40s to early-60s) prospects.

Especially appropriate for higher-income professionals.

How the copy is structured:

• Introduction (…We understand your priorities.  But we’d like to introduce two creative charitable plans…)
• Strategy #1: Grow Additional Retirement Funds, Tax-Free, with a Flip Unitrust

• Numerical Example

• Strategy #2: Secure Future Income with a Deferred Gift Annuity

• Planning points