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Planned Gift Response Booklets

R&R Newkirk publishes 17 two-color, 16-page booklets on different gift-planning topics. You'll be proud to present these motivating booklets to prospects and donors. There's ample space for imprinting with your organization's name, logo or other artwork. Find out why gift planners call R&R Newkirk's response booklets "simply the best in the business." Order today!

The Charitable Gift Annuity
Estate Planning for Women
Insuring a Better Future
Phenomenal Gifts with
Investment Assets
Estate Planning for
the 21st Century
Planning for
Real Estate Owners
Planning Your Retirement
Golden Opportunities
Rewards of Financial Planning
Trusts for Family and Society
Trusts in Financial Planning
Minimizing Your Income Taxes
Planning Your Bequests
Better Living through
Charitable Giving
Family Focused Estate Planning
The Remarkable Unitrust!
Investments and Taxes


Specialty Booklets

Directions
A Primer for Crafting a Gift of Significance
Here's a motivating, plain-English guide to gift planning that shows your donors a wide variety of options for
benefiting your organization. This 24-page, two-color booklet is splendidly illustrated and is printed on recycled paper. Directions explores, among other things:

  • Immediate Gifts of Cash and Property
  • Life Insurance Gifts
  • Gifts by Will
  • "Life Income Gifts"
  • "Temporary Gifts" (Lead Trusts)
  • Gifts with Reserved Life Estates
  • Death Beneficiary Designations (IRAs, Pay-on-Death Accounts)

Techniques for Planning a Successful Will
Explores the options to consider when planning a will, including bequests, trusts, state and federal taxes, charitable bequests and charitable trusts, and how these options can benefit your institution.
It's an excellent guide that will get prospects thinking not only about planning their wills but how to include your institution as well.

Tax and Financial Planning Techniques
The world of tax and financial planning is complex yet rewarding. Congress has made numerous tax advantages available that can go a long way toward ensuring donors' financial security in the years ahead. This insightful booklet covers the main aspects of financial planning:

• Income Taxes  • Retirement  • Philanthropic planning  • Investments  • Estate Taxes

Personal Affairs Record
This handsome, 24-page booklet is designed for keeping a valuable record of pertinent family, estate and financial information that can be updated regularly. It's a reference guide that can promote goodwill between your charitable institution and prospects, and is an effective tool for the future settling and administering of an estate.

When the Time Comes
A Resource for All Married Couples
Every wife and husband realizes the inevitability that one of them will outlive the other and perhaps spend many years as a widow or widower. Spouses should prepare for life without their marriage partner – to be ready when the time comes not only to handle the details and decisions that follow a spouse’s death but also to deal with financial and practical matters.


Here’s a special new booklet on this subject, When the Time Comes, that will be popular with married couples and, indeed, should become one of your most requested publications. This booklet is a “keeper” – something donors and prospects will literally keep for a lifetime. It’s a reference item that will generate goodwill with your constituents and, imprinted with your organization’s name, logo and contact information, will be preserved with their other important papers. This booklet never goes out of date, so take advantage of our quantity discounts. Note: This is an ideal companion or follow-up to our popular Personal Affairs Record. Order both booklets together and save.

Estate, Tax and Gift Planning for the Doctor
An excellent booklet for any organization with doctors as prospects. This publication also motivates gifts from a hospital's staff. It explains basic and sophisticated estate planning techniques, retirement planning (including retirement unitrusts), family gifts, lifetime trusts, and most importantly, techniques for planning a charitable gift to your institution.


Click here for an order form as a PDF download.

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