This Quick Sheet provides a visual summary on how a Retained Life Estates work. The complete set of 15 gift plans can be purchased here.
Use it as a leave-behind or in the back of your Ways-of-Giving brochure, or mail one 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: The sample on left illustrating Lead Trusts is for display only.
$95.00
In stock
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 Layout (PDF)
Gifts “Anyone Can Make” (Beneficiary Designations)
Gifts that Provide Income
Gifts that Protect Assets
Planned giving marketing downloads and back-office tools.
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