Planned Giving Toolkits

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Quick Sheet: Wills and Bequests
Back Office Tools $95.00
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Quick Sheet: Unitrusts
Back Office Tools $95.00
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Quick Sheet: Retirement Plan
Back Office Tools $95.00
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Quick Sheet: Retained Life Estates
Back Office Tools $95.00
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Quick Sheet: Remainder Annuity Trusts
Back Office Tools $95.00
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Quick Sheet: Real Estate
Back Office Tools $95.00
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Quick Sheet: Mineral Rights
Back Office Tools $95.00
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Quick Sheet: Life Insurance
Back Office Tools $95.00
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Quick Sheet: Lead Trusts
Back Office Tools $95.00
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Quick Sheet: Flexible Gift Annuities
Back Office Tools $95.00
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Quick Sheet: Deferred Gift Annuities
Back Office Tools $95.00
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Quick Sheet: Charitable Gift Annuity
Back Office Tools $95.00
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Quick Sheet: Business Interests
Back Office Tools $95.00
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Quick Sheet: Bargain Sale
Back Office Tools $95.00
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Quick Sheet: Appreciated Stock and Assets
Back Office Tools $95.00
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Planned Giving Vehicles Gift Comparison Chart (10 Copies)
Publications $19.95
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Planned Giving Toolkit & Website
Toolkits $2,495.00 / year
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Planned Giving Social Media Posts
Toolkits $79.00
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IRA Rollover Toolkit
Back Office Tools $395.00
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IRA Rollover In-House Tools
Back Office Tools $0.00
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Intention Forms and Sample “Thank You”
Back Office Tools $0.00
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Gift Plan Quick Sheets (Entire Set)
Back Office Tools $895.00
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Gift Plan Diagrams
Back Office Tools $595.00
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Gift Counting Policies (sample)
Back Office Tools $99.00
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Gift Acceptance Policy Template
Back Office Tools $119.00
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Get Your Board on Board
Toolkits $95.00
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CHEAT SHEET: Secure Act 2.0 a/k/a “Legacy IRA” legislation
Back Office Tools $0.00
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Charitable Bequest Planner
Back Office Tools $195.00
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Catholic Charities Buckslip (General Planned Giving)
Buckslips $0.00
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Building Donor Relationships
Back Office Tools $1,995.00
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Bequest Toolkit
Back Office Tools $295.00
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Back Office Operations
Back Office Tools $1,995.00
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Planned giving downloads, documents, videos, websites, gift diagrams, back-office tools and more for your complete planned giving marketing needs.

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