Planned Giving Videos

Studies show video comprehension far exceeds that of text alone. Video is now the go-to source of content on the web. Get out of the 80s by incorporating these videos on your planned giving website.

Available in male and female voiceover. Developed by PlannedGiving.com, these videos are embedded in our planned giving websites.

What is Planned Giving?

“When the time comes to transfer or sell your wealth, there are tax and practical reasons for including a charity in the plan.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Bequest

“A gift that costs nothing during your lifetime.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Qualified Charitable Distribution

“Your IRA can be taxed up to 60% if passed on to heirs, but there is no tax when it is used as a gift to charity. If you are 70½ or older, you can transfer up to $100,000 each year directly from your IRA to charity and not recognize it as income. Best of all, it also counts toward your minimum required distribution from the IRA for the year.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Blended Gifts

“A blended gift is a “win-win” for all parties involved.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Retirement Plans

“Retirement funds paid to your kids at your passing can get hit with heavy income and inheritance taxes, but are tax-free to charity.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Donor Advised Fund

“You can direct the remaining balance in your donor advised fund to support your organization, rather than let it go to the sponsoring charity.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Gifts of Stock and Appreciated Assets

“Did you know giving stock can be more beneficial than giving cash?”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Gifts of Personal Property

“Give valuable assets that you no longer want to insure or maintain. You may get a deduction for your generosity.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Gifts of Real Estate

“Make an extraordinary gift, transfer the burden of managing the property, and remove a large asset from your taxable estate at the same time.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Gifts of Life Insurance (New Policy)

“People often end up with more insurance coverage than they need.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Gifts of Life Insurance (No New Policy)

“You receive an immediate income tax deduction for the cash surrender value of the policy.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Beneficiary Designation

“A smart way to reduce the tax burden on your heirs.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Pooled Income Fund

“A pooled income fund works like a mutual fund by pooling and investing donations and paying the beneficiary an income for life. And if you donate appreciated assets, you pay no capital gains tax.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Charitable Remainder Trust

“A great way to make a gift, receive fixed income, and defer or eliminate gains tax. It provides a steady cash flow and can be more beneficial than keeping an asset or selling it outright”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Retained Life Estate

“You can deed your home, farm, or vacation house, save taxes with a current deduction, and still use the property for the rest of your life.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Charitable Bargain Sale

“You can sell your property at a discount, deduct the difference, and receive a lump some or installment payments”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Charitable Gift Annuity

“You can make a gift and receive guaranteed fixed payments for life. Payments may be much higher than your return on low-earning securities or CDs.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

Charitable Lead Trusts

“You greatly reduce or avoid possible gift and estate tax on trust assets passing to family, if some trust income goes to charity for a few years.”

Get more elevator pitches from the Ultimate Quick Reference Planned Giving Pocket Guide (included).

How We Deliver Your Videos

  • Videos are licensed to one nonprofit organization at a time.
  • Once you purchase a video, you will be sent a unique “share” link that will function only on your website. This works in a similar fashion to YouTube (so simply give the link to your webmaster or IT).
  • You may embed the video in as many pages as you wish within your organization’s website. In fact, we recommend you do so.
  • Best place to begin would be embedding the videos on your planned giving website.
  • Annual fee: $295 (with a $100 initial setup)

Over 60% of donors do not have a will. Of those who do and are philanthropic, some use an attorney to write their will, some do it on their own, and others use an online Will and Legacy platform such as LegacyPlanner™.

Watch LegacyPlanner Video

Audio-Visual Content Is Highly Engaging

  • Share videos on social media (YouTube, Facebook, Twitter, LinkedIn, Instagram)
  • Share in emails.
  • Embed them in e-broadcasts to generate higher click through rates.
  • Host them on your planned giving website. (Note: If you are a client, we integrate the videos directly into your planned giving pages. They blend seamlessly instead of looking like an afterthought.)
  • Use as teaching tools for your team, board, volunteers.

Video is now the go-to source of content on the web. And this is why our planned giving websites and landing pages are becoming more video-based.

With video, comprehension and retention goes up: Studies show that when presented with information, most remember just 10 percent of what they heard or read after three days. Pair that content with video, that figure jumps to over 90 percent. Videos also brand you and helps Google to find you (SEO).

Our videos are affordable, branded with your name and logo, legally vetted, and presented in donor-centric language.

Call your gift specialist at 800-490-7090 (succeed@plannedgiving.com) for more information.

Over 15 topics including blended gifts. Contact us for more information. Kindly read our FAQs before the call.

success@plannedgiving.com

800-490-7090