Get the free Planned Giving Brochure - Catholic Charities of Harrisburg PA - cchbg

D ear Friends, This brochure is designed to assist you in creating a philanthropic strategy tailored to meet your unique financial plans that can provide gift plans that benefit both you and Catholic

How to fill out planned giving brochure

How to fill out a planned giving brochure:

1. Start by clearly defining the purpose of your brochure. Determine what information you want to convey and what actions you want the reader to take.
2. Choose a visually appealing design that aligns with your organization's branding. Consider using images, icons, and colors that reflect your mission and appeal to your target audience.
3. Begin with a compelling headline or title that grabs the reader's attention and conveys the value of planned giving. Use persuasive language to highlight the benefits and impact of making a planned gift.
4. Create an introduction that provides an overview of your organization's history, mission, and current initiatives. This section should engage the reader and help them understand why their support through planned giving is crucial.
5. Present various planned giving options and explain each one in detail. Include information about bequests, charitable gift annuities, charitable remainder trusts, and other types of planned gifts. Clearly explain how each option works and the potential tax benefits associated with them.
6. Provide real-life examples or stories of individuals who have made a planned gift and the impact it has had on your organization's mission. Share success stories to inspire potential donors to take action.
7. Include a call-to-action section that clearly articulates the steps donors should take to make a planned gift. This may include contacting your organization's development office, working with an estate planning professional, or visiting a designated webpage.
8. Offer a contact information section with multiple channels for donors to reach out for more information or to start the planned giving process. Include phone numbers, email addresses, and website URLs for easy access.
9. Consider including a FAQ section to address common questions or concerns related to planned giving. This will help alleviate any uncertainties potential donors may have and further encourage them to take action.
10. Lastly, proofread your brochure for grammar and spelling errors. Ensure that all content is concise, easy to understand, and compelling.

Who needs a planned giving brochure?

1. Non-profit organizations looking to engage and educate potential donors about the benefits of planned giving.
2. Development and fundraising teams who want to effectively communicate with current and prospective donors.
3. Donors who may be interested in making a lasting impact through planned giving but need more information to understand the options available to them.

For pdfFiller’s FAQs

What is planned giving brochure?

Planned giving brochure is a document that provides information about different ways donors can leave a planned gift to a non-profit organization.

Who is required to file planned giving brochure?

Non-profit organizations are required to file a planned giving brochure with the relevant authorities.

How to fill out planned giving brochure?

To fill out a planned giving brochure, organizations need to provide detailed information about the planned giving options available, how to make a planned gift, and contact details for further information.

What is the purpose of planned giving brochure?

The purpose of a planned giving brochure is to educate donors about the different ways they can support a non-profit organization through planned gifts.

What information must be reported on planned giving brochure?

The planned giving brochure must include information about various planned giving options, benefits of making a planned gift, and contact information for the organization.

How do I modify my planned giving brochure in Gmail?

You can use pdfFiller’s add-on for Gmail in order to modify, fill out, and eSign your planned giving brochure along with other documents right in your inbox. Find pdfFiller for Gmail in Google Workspace Marketplace. Use time you spend on handling your documents and eSignatures for more important things.

How can I get planned giving brochure?

The premium subscription for pdfFiller provides you with access to an extensive library of fillable forms (over 25M fillable templates) that you can download, fill out, print, and sign. You won’t have any trouble finding state-specific planned giving brochure and other forms in the library. Find the template you need and customize it using advanced editing functionalities.

How do I edit planned giving brochure on an Android device?

You can edit, sign, and distribute planned giving brochure on your mobile device from anywhere using the pdfFiller mobile app for Android; all you need is an internet connection. Download the app and begin streamlining your document workflow from anywhere.