Standard Booklets

7 Ways to Give in 2010 (PDF)
Designed to appeal to a broad range of donors, this booklet provides general information about the most effective ways to make charitable gifts this year, and the tax and other benefits associated with each giving option. In addition to donors, this booklet may be useful for advisors, volunteers, and others who may be working with donors. (#920ZA)

37 Things People "Know" About Wills That Aren't Really So (PDF)
Fact replaces fiction in this fascinating look at 37 commonly held myths about wills. The misconceptions form an engrossing framework for discussion. Its attention-getting title makes "37 Things" a good offer in advertisements or mailings. (#110-Z)

Giving Through Your Will (PDF)
Helpful information for donors who think they might want to make charitable provisions in their wills. The most common methods of giving by will are examined to help donors act on their charitable wishes. Forms help readers organize their affairs. (#130-Z)

How to Make a Will That Works (PDF)
This popular booklet features answers to 36 questions that stress the importance of a will. Charitable bequests are introduced at appropriate points in a low-key manner. An ideal follow-up booklet for a bequest awareness program or for other general purposes. (#140-Z)

How to Protect Your Rights With a Will (PDF)
Everyone needs a will in order to claim important rights. Beginning with what can happen when there is no will, readers learn of a will's value in managing property for the benefit of loved ones and in saving taxes. (#180-Z)

Giving Through Gift Annuities (PDF)
Questions and answers about gift annuities form the basis for this discussion of the role of gift annuities in retirement planning and in providing income for loved ones. May be ordered with or without current American Council on Gift Annuities rates (single life) on the back cover. (#211-Z)

Reflecting on Tomorrow (PDF)
An overview of nine deferred giving options, this booklet helps you introduce bequests, gifts of remainders, and gifts that result in a life income. "Reflecting on Tomorrow" includes practical examples of how the gifts complement a donor's overall financial and estate plan. Use with higher-interest prospects and others who have made planned gifts. The cornerstone for your planned gifts program. (#220)

Giving Securities (PDF)
This booklet addresses gifts of property in general with emphasis on gifts of stocks, bonds, mutual funds, and other securities—the most common forms for non-cash gifts. Major donors and prospects will appreciate the examples and guidance about how to make gifts of securities. (#310-Z)

Giving Through Living Trusts (PDF)
Revocable living trusts are growing in popularity for managing assets during life and distributing them at death outside the probate process. This booklet links charitable giving with living trusts, showing donors how such trusts, wills, and philanthropy can work harmoniously together. (#410-Z)

Giving Through Life Income Plans (PDF)
Review the process of deferred gift planning with emphasis on gift plans that provide an income for life or a term of years. Examples show approaches to solving typical estate planning dilemmas. An all-purpose booklet with many uses. (#430-Z)

Giving Through Charitable Remainder Trusts (PDF)
This booklet describes the benefits of charitable remainder unitrusts and annuity trusts in a clear and understandable manner. The emphasis is on what these trusts can accomplish for your donors, not on simply how they do it. Includes citations to guide advisors in the creation of charitable remainder trusts. (#450-Z)

Giving Through Charitable Lead Trusts (PDF)
With today’s relatively low interest rates, lead trusts yield especially attractive tax benefits for many donors. Acquaint prospects and their advisors with this versatile but perhaps unfamiliar planning tool, attractive for generating a major charitable gift while having property ultimately returned to the donor or his or her heirs. (#460-Z)

Giving Through Life Insurance (PDF)
A review of ways to use life insurance to make charitable gifts, both current and deferred. Assignments of benefits, outright gifts, and the uses of insurance to fund or guarantee pledges are discussed, along with ways life insurance may replace other assets used to make charitable gifts. (#510-Z)

Giving Through Retirement Plans (PDF)
As more and more Americans reach retirement age, let this booklet remind donors that charitable gifts can be a part of many vehicles created for retirement security. Appropriate as follow-up to mailings or resource material at estate planning seminars. (#820Z)

Better Estate Planning (PDF)
This booklet begins with “What is estate planning?” and goes on to introduce popular planning tools and to describe ways charitable giving can complement retirement and estate plans. (#610-Z)

Giving Real Estate (PDF)
A companion piece to “Giving Securities,” this booklet emphasizes the many gift opportunities open to those who own highly appreciated real property. Donors in areas with rapidly increasing real estate values or who hold the majority of their wealth in real property will benefit from “Giving Real Estate.” (#710-Z)

Personal Financial Affairs Record (PDF)
Looking for something special to present to your best donors or contract holders? Here’s a helpful booklet of forms for recording important facts about its owner’s family, property, investments, estate plan, and other financial affairs. Plenty of room for writing makes this piece something every recipient will want to complete and keep. (#730). Also available as a specialty booklet. (#170 SP) (PDF)

Charted Giving Plans (PDF)
Published annually since 1963, this is the original publication to depict the advantages of popular giving plans in a helpful chart format. Twelve categories of information about seven giving options are offered for comparison in a 28-inch-long table. The reverse side briefly explains the gift plans and their tax consequences. Appropriate for mailing to donors considering planned gifts or to attorneys and other “centers of influence." (#930 SP)

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Standard Booklets - Specialty Booklets