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.

This is designed as a simple “touch piece” and is not a comprehensive brochure.

Includes helpful tips, insightful advice, and actionable information. Customize with your own branding. Headlines and body copy are customizable, too — but why reinvent the wheel?

This is a ready-to-go template. Simply drop in your logo and contact information.

• Adobe InDesign needed.
• Use our images or your own
• Edit the copy as you wish