I Can’t Make a Gift – I’m Saving for Retirement!

A targeted communication on two rewarding gift plans that will appeal to younger (late-40s to early-60s) planned giving prospects. Especially appropriate for high-income professionals.  Copy is benefits-driven, and is appropriate for an article or column in your publication or a secondary article in your newsletter.

How the copy is structured:

• Introduction (…We offer two gift plans especially tailored for our friends who are still fully involved in their careers…)
• Two benefits of deferred gift annuities.
• How deferred gift annuities work.
• How flexible gift annuities work.
• Your gift matters to us.