Written in a straightforward style, the Bequest Awareness 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.

Seasons

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)

An Estate Planning Quiz (EZ Reader™ format) (PDF)
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)

Bridges

The State Has Made Your Will
(EZ Reader™ format) (PDF)
Explains what can happen if you fail to create a will or other estate plans. Focuses on how state laws generally work when there is no will, as well as steps you can take to avoid the “state-made will.” (#1116B)

When Should a Woman Have a Will?
(EZ Reader™ format) (PDF)
A more detailed look at the importance of long-range planning geared especially toward women. Includes sections on how to avoid unnecessary expenses and dealing with jointly owned property in your estate plans. (#1126B)

Is Your Will Obsolete? (EZ Reader™ format) (PDF)
A discussion of how estate plans can become "obsolete" over time due to changes in one's life. Examples include a change in marital status, changes in assets, and tax law changes. (#1243B)

What to Tell Your Attorney About You Plans (EZ Reader™ format) (PDF)
Offers a general guideline for how to plan before visiting an attorney about your will. For those whose plans are already in place, there is also a helpful list of changes in life that may alert you to the need to update your plans. (#1442B)