 Questions
& Answers Brochures
The Sharpe Group is proud to present its new Questions & Answers series.
Written in a straightforward, accessible style, these six-panel brochures address
common questions donors may have about different methods of charitable giving.
Each publication focuses on a specific gift planning topic. Your logo
and other information may be printed on the front and/or back cover(s).
Click "PDF" to view each brochure in PDF format.
Questions & Answers About Wills and
Bequests
(EZ Reader™ Format) (PDF)
This brochure features helpful information about one of the most popular estate planning tools--the will. Beginning with "Who needs a will?" and concluding with how a charitable bequest can also benefit other heirs, the question-and-answer format focuses on the importance of an up-to-date will and ways charitable bequests can fit into long-range plans. This brochure is formatted in
a big print layout that is designed specifically for those
70 and older. (#2024B)
Questions & Answers About Estate Planning (EZ Reader™ Format)
(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 (EZ Reader™ Format) (PDF)
This big print brochure, designed especially for the 70+
donor, explains gift annuities and their many benefits.
(#2026B)
Questions & Answers About Estate Planning for Women
(EZ Reader™ Format) (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)
Questions & 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)
Questions & Answers About Retirement Plan Giving (EZ Reader™ Format)
(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, especially in light of recent tax legislation for 2009. (#8222B)
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