Bequest Series
Regular contact and consistency in marketing are vitally important in communicating information on estate planning and charitable bequests. The Sharpe Group’s Bequest Series is designed to inform and motivate donors to include charitable gifts as a part of their estate and financial plans. Whether mailing quarterly to a select group of donors or sweeping your entire list once or twice a year, these brochures are an economical way to remind donors about the importance of keeping plans current.
Written in a straightforward style, the Bequest Series covers a variety of topics. In addition, each is printed in the EZ Reader™ format, which contains larger type and easy-to-read fonts for your older donors. Your logo and other information may be printed on the front and/or back cover(s). Or, our talented group of designers can work with you to create your organization’s unique look. Reply cards to accompany the brochures are available, as well as comprehensive response booklets for donors requesting more information.
Eleven Things to Remember (EZ Reader™ format)
(PDF)
Highlights eleven points you should consider as you make your estate plans. Ideas for how to include charitable gifts in one’s plans are emphasized. (#1136B)
You Never Need to Change Your Will Unless (EZ Reader™ format)
(PDF)
A discussion of some of the many life changes that could prompt a change in your long-range plans. Examples include tax law changes, change in marital status, and changes in assets. (#1146B)
How a Will Works for You (EZ Reader™ format)
(PDF)
Explains the benefits of planning for the future distribution of your property. Includes references to what could happen if one fails to plan. (#1612B)
Contains a useful true and false quiz on long-range estate and financial planning issues. After taking the quiz, readers may find areas of their plans that need improvement. (#1632B)
Bequest Series