Standard Brochures

The State Has Made Your Will (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? (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? (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)

Has Congress Changed Your Will? (PDF - blue) (PDF - sepia)
A will is the foundation of any effective estate plan. A number of factors may require changes in one's will, but is Congressional action one of them? Updated to reflect changes brought about by December 2010 tax legislation, this booklet explains what the changes mean to individuals' wills. Topics include estate taxes, special rules for spouse, lifetime gifts and other options. (#1416)

What to Tell Your Attorney About Your Plans (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)

Eleven Things to Remember (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)

How a Will Works for You (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 (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)

Questions & Answers About Retirement Plan Giving (PDF)
Do your constituents know they can make charitable gifts using retirement plans they already have in place? Let this helpful brochure inform them about the opportunities and advantages of giving retirement plan assets. (#2021B)

Questions & Answers About Giving Life Insurance (PDF)
Alert your donor base to the many benefits of making charitable gifts through obsolete life insurance policies. This brochure addresses the most common questions that arise when considering a gift of life insurance, including who should consider giving such a gift and how the gift is carried out. (#2020)

Questions & Answers About Wills and Bequests (PDF)
This brochure also focuses on the will, but is formatted in a big print layout that is designed specifically for those 70 and older. (#2024B)

Questions & Answers About Estate Planning (PDF)
This brochure focuses on the multi-faceted task of managing and distributing property through an estate plan. Starting with “What is estate planning?”, the text explains how to begin the estate planning process, arrangements that need to be considered such as wills and trusts, and the benefits of including philanthropic wishes in one’s estate plan. (#2025B)

Questions & Answers About Gift Annuities (PDF)
This big print brochure, designed especially for the 70+ donor, explains gift annuities and their many benefits. (#2026B)

Questions & Answers About Giving for Income (PDF)
An overview of giving options that provide income and other financial benefits, this brochure explores how to make charitable gifts and enjoy extra income at the same time. Text points out that gifts can result in fixed or variable income, and that payments can benefit the donor or others they choose. (#2027)

Question & Answers About Estate Planning for Women (PDF)
Is estate planning for women really different than for men? If so, how? These are the issues discussed in this informative brochure. Whether the reader is a woman, or a man with women in his life, she (or he) will discover the unique circumstances women may face in the estate planning process and ways women can take control over their long-range financial plans, which often include charitable gifts. (#2032B)

Question & Answers About Deferred Payment Gift Annuities (PDF)
Do your donors know that they can fund a gift today that would supplement their retirement income in the future? This piece educates constituents about deferred gift annuities, which are designed to begin making payments to donors at a predetermined future time—usually during retirement years. (#2033)

You Never Need to Change Your Will Unless… (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)