You may be familiar with the variety of gift planning options available to your donors. Your donors, however, may not. It’s useful to educate donors about how these options work. If they are interested in supporting your organization, you want to provide this information so they can determine what might work best for them.
We’ve created this brochure to describe the most popular items on the gift planning menu. The gift plans we explain include: bequests, beneficiary designations, charitable gift annuities, charitable remainder trusts, charitable lead trusts, bargain sales, and retained life estates.
This brochure will help educate your donors about the various gift planning options so that you can have a gift planning conversation with donor prospects who are interested in supporting your organization.