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