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Gift Plan “Sell” Sheets

A visual summary on how giving vehicles work. Covers 14 gift plans (see below).

Use them as leave-behind pieces or in the back of your Ways-of-Giving brochures, or mail them out with your notes. You can even create PDFs for electronic distribution, or for placement on your planned giving website.

Professionally designed and illustrated. Sample.

Adobe InDesign required.

NOTE: these can be customized for your organization by our Marketing and Artwork department for $1,495. Please inquire.


You’ve seen these in the back of “fancy brochures” that only large institutions can afford. You can now have them at a fraction of the cost. All you’ll need is your graphic designer to add your logo and you’re done. Adobe InDesign is required (most print shops and designers have it).

Sample (PDF)

Covers 14 popular giving arrangements:

  • Wills and Bequests
  • Business Interests
  • Life Insurance
  • Mineral Rights
  • Real Estate
  • Appreciated Stock and Assets
  • Git Annuities
  • Flexible Gift Annuities
  • Remainder Annuity Trusts
  • Unitrusts
  • Bargain Sale
  • Lead Trusts
  • Retained Lie Estates