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Resources
Content is added on a regular basis. If you can’t find what you want, we most likely have it. Contact us!
If you run across any copy that needs to be tweaked or updated, we’ll do so free of charge.
Below is a sampling of the type of content to expect (some for free!):
- Columns and Articles
- Solicitation Letters
- Gift Plan “Sell Sheets”
- Planned Giving Videos
- Audio Gift Descriptions
- Newsletter Content
- Brochure Content
- Gift Acceptance Templates
- Estate Planning Templates
Legally VetteD
All content is reviewed by lawyers and advisors, many of whom specialize in Estate Planning.
Market Proven
We’ve been doing this for 20 years with a proven track record of success.
Always Innovating
Our goals is to stay ahead of the curve. We actively invest in research and development.