Planned Giving Toolkits

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IRA Rollover In-House Tools
Back Office Tools $0.00
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Gift Counting Policies (sample)
Back Office Tools $99.00
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Planned Giving Social Media Posts
Toolkits $79.00
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Planned Giving Vehicles Gift Comparison Chart (10 Copies)
Publications $19.95
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12 Month Planned Giving Marketing Plan (44 Pages)
Back Office Tools $0.00
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Gift Acceptance Policy Template
Back Office Tools $119.00
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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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Back Office Operations
Back Office Tools $1,995.00
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Intention Forms and Sample “Thank You”
Back Office Tools $0.00
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Bequest Toolkit
Bequests $295.00
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IRA Rollover Toolkit
Retirement Plans $395.00
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Gift Plan Diagrams
Artwork $595.00
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Gift Plan “Sell” Sheets
Back Office Tools $895.00
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Get Your Board on Board
Toolkits $95.00
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Need help? Call our award-winning gift planning support team at (800) 490-7090.

Planned giving downloads, documents, videos, websites, gift diagrams for your complete planned giving marketing solutions and needs.

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