Planned Giving One Liners
- Giving appreciated securities may be more beneficial than giving cash. (links to appreciated securities)
- You don’t have to be wealthy to make a significant gift. (links to planned giving general)
- “I can’t support the [Your Organization]. I’m saving for retirement.” We have a gift plan that can help you do both. (links to deferred gift annuities)
- You can donate your home, get a deduction, then live there rent-free. (Links to retained life estates)
- Did you know your IRA can be taxed up to 80%? Here’s a way to avoid that. (Links to IRA)
- You can make a gift that costs you nothing during your lifetime. (Links to bequests)
- Make a gift and receive income for life! (Links to CGA)
Planned Giving Pocket Guide
Slip this handy booklet into your pocket before your next round of prospect calls. It's not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects.
It's the reference "for the rest of us!"