The companion to our overview of gift plans, this piece lets prospects know about the range of assets they can use to make their gift. Again, copy is technically accurate but not bound in jargon or legalese. The theme is the flexibility donors have when they plan a major gift to your organization.
The simpler assets – cash, securities, paid-up insurance, retirement-plan balances — are highlighted first. More complicated assets like real estate and artwork are described, but copy makes clear that your organization may not be able to accept offers of all such gifts.
With our gift-plan overview, this piece forms an essential part of your marketing library. Use in a 1-2 sequence as e-mails or newsletter articles, or combine the pieces for a low-cost, introductory “Ways-of-Giving” brochure.