Planned Giving Tool-Kit
An affordable yet invaluable resource for gift planners
Now a comprehensive collection of useful tools for the gift planner. This easy-to-use
CD-ROM disk contains:
PG Marketing Plan Business Plan Template
Sample Gift Acceptance Policy
Sample Gift Annuity Policy ORDER TODAY
PG Presentation Manual (in PowerPoint)
Guide for PG Advisory Committees $ 129.00
PG Advisory Committee Job Description
Sample Gift Annuity Disclosure Statement Shipping & Postage Included
Sample Gift Annuity Application Form
39-point Checklist for Evaluating Your Board
Spreadsheet for Counting Planned Gifts This CD-ROM requires an internet browser
Checklist of Duties for CRT Trustee (like Internet Explorer), Adobe Reader,
Investment Policy Checklist MS-Word and MS-Excel. This material is
Prospect Tracking Spreadsheet (MS Excel) copyrighted and licensed only to the user.
Many planned giving internet links It may not be copied or distributed to
Many IRS forms & publications other organizations.
Several PG articles by the PG-Coach
First four years of PG-TIPS (1– 200)
Planned Gift Fact Sheets for Donors Use this form, or order online at:
Donor Cultivation & Solicitation Guide www.pgcoach.org
Much, much more
Please make your check payable to:
Florida Philanthropic Advisors, LLC Please ship me:
Mail to: 2261 Groveland Drive ___ PG Tool-Kit CD-ROM @ $149 $________
Lutz, FL 33549 *FLA Sales Tax @ 7% $________
Order online with your credit card: Total Enclosed $________
Order by phone: * Florida residents only. If you are tax exempt, please
attach a copy of your exemption certificate.
Kits are shipped via first-class mail. For overnight delivery, please call us.