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Sample Subject Matter & Topics

(Your downloads page has plenty more.)

Brochures

  • Bequests (how they work)
  • Trusts 101

Mailers (Postcards)

  • Bequests (how they work)
  • Beneficiary Designations

Outreach

  • Download entire Outreach as one file

Content

  • Advisor brochure copy
  • Filler articles (over 40) on wills, trusts and estates
  • Gift Plan "Sell/Spec" Sheets with Illustrations (15 sheets, all zipped)
  • Gift Comparison Charts

*All templates are in Adobe InDesign and can easily be modified.

Empower your donors to plan their will and invest their legacy in the cause they support the most.

Frequently Asked Questions on LegacyPlanner™

Is there a free trial plan?

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Does the price go up as my team gets larger?

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Can I cancel my subscription at any time?

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Is there a free trial plan?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Does the price go up as my team gets larger?

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Can I cancel my subscription at any time?

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