Get the free Planned Giving Brochure - La Jolla Symphony & Chorus

Become a Member As a member of the Therese Hurst Society for Planned Giving, you will enjoy the benefits that result from sound estate and financial planning. Your generosity may result in higher

How to fill out planned giving brochure

How to Fill Out a Planned Giving Brochure:

1. Start by gathering all the necessary information about your organization and its planned giving program. This may include details about the types of planned gifts your organization accepts, the benefits of planned giving, success stories, and contact information.
2. Determine the target audience for your brochure. Consider whether your brochure will be distributed to existing donors, potential donors, or both. Tailoring the content and language to your audience will make it more effective.
3. Plan the layout and design of your brochure. Decide on the number of pages, the overall structure, and the placement of key elements such as headlines, images, and call-to-action statements. Make sure the design reflects your organization's brand and values.
4. Write a compelling headline for the cover of your brochure that captures the attention of the reader and communicates the purpose of your planned giving program. Examples could include "Leave a Legacy: Support Our Mission for Generations to Come" or "Make a Lasting Impact: Include Our Organization in Your Estate Plans."
5. Include information about your organization's mission, history, and impact. Highlight the difference your organization has made in the community, and emphasize why planned giving is essential for sustaining and expanding your programs.
6. Explain the various planned giving options available to donors, such as bequests, charitable gift annuities, trusts, or life insurance policies. Provide clear and concise explanations of each option, including any tax benefits that may be associated with them.
7. Include real-life stories or testimonials from individuals who have made planned gifts to your organization. These personal narratives can demonstrate the impact of planned giving and inspire others to follow suit.
8. Provide detailed instructions on how donors can make a planned gift. Include contact information for your organization's planned giving department or a designated staff member who can assist donors and provide further information.
9. Incorporate a call-to-action on the last page of your brochure, urging readers to consider making a planned gift and providing information on how they can get started. Make it easy for donors to take the next steps by including a tear-off reply card or a website link where they can learn more or initiate the process.
10. Review and revise your brochure before printing. Ensure that the content is accurate, clear, and persuasive. Consider seeking feedback from colleagues or potential donors to ensure that your message is effectively communicated and resonates with the intended audience.

Who Needs a Planned Giving Brochure?

1. Nonprofit organizations seeking support for their programs and mission can benefit from having a planned giving brochure. It allows them to communicate the importance of planned giving and the impact it can have on their long-term sustainability.
2. Existing and potential donors who have expressed interest in supporting the organization's mission through planned giving can benefit from a brochure. It provides them with essential information about options available to them and encourages them to take action.
3. Professional advisors, such as financial planners, attorneys, or estate planners, who work closely with individuals interested in charitable giving, can also benefit from a planned giving brochure. It serves as a resource they can share with their clients to educate them about various planned giving options and their benefits.

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What is planned giving brochure?

Planned giving brochure is a document that provides information about the options for donors to make charitable contributions through estate planning.

Who is required to file planned giving brochure?

Non-profit organizations or charities that engage in planned giving activities are required to file planned giving brochure.

How to fill out planned giving brochure?

Planned giving brochure should be filled out with accurate information about the organization's planned giving programs, including details on the types of gifts accepted, benefits to donors, and contact information.

What is the purpose of planned giving brochure?

The purpose of planned giving brochure is to educate potential donors about the benefits of planned giving, encourage charitable contributions through estate planning, and promote awareness of the organization's mission and programs.

What information must be reported on planned giving brochure?

Planned giving brochure must include information about the organization's planned giving programs, types of gifts accepted, benefits to donors, contact information, and legal disclosures.