Planned Giving Coach

Planned Giving Manual Table of Contents

I. GETTING STARTED

1. Writing Your Case
2. Using Your Case
3. Writing Your Brochure
4. Ten Gift Methods
5. Standards of Practice
6. Software Vendors
7. Resources
8. Quick Plan
9. Quick Plan Commentary
10. Policies Example 1 (12 Pages)
11. Policies Example 2 – 32 pages
12. Guide to Terms
13. CRT Data Form
14. Committee Description

II. MARKETING TOOLS

1. Meeting with Individuals
2. Board Presentations          
3. Group Presentations
4. Estate Planning Seminars
5. Presentations to Professionals
6. Ads
7. Newsletter
8. Web Site
9. Recognition (Legacy Circle)
10. Brochures
11. Phone Script

III. LETTERS TO PROSPECTS

1.  Bequests
2. Estate Planning
3. IRAs and other Retirement Plans
4. Life Estate Agreement
5. General Letter on Charitable Remainder Trusts
6. Letter on Charitable Trusts Funded with Cash or Stock
7. Letter on Charitable Trusts Funded with Real Estate
8. Charitable Trusts Variations
9. Gift Annuities: What to Do Before You Write the Letter
10. Gift Annuities (For Real Estate)
11. Bargain Sales
12. Letter on Pooled Income Fund, and More
13. Insurance Designations
14. Insurance Gifts
15. Lead Trusts