ALTERNATE STORIES

We have talked to numerous planned giving professionals across the country and brought several of their stories into our web sites as examples. There are more stories and substitutions are certainly available to you. For example, some institutions might not offer annuities. In that case, we can substitute a story involving a pooled income fund or use a charitable remainder annuity trust as an example. Other stories involve charitable lead trusts, deferred gift annuities, and retained life estates.

We also encourage incorporating stories that are personal to your organization and using your donors' pictures and names (if appropriate, or you may choose from our available stock photos). The key is our flexibility in personalizing your planned giving site.

Feel free to contact us regarding your needs or with questions concerning alternate stories.