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Planned Giving Tool Kit CD ROM

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					    Planned Giving Tool-Kit
          CD-ROM
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



NAME_____________________________ TITLE___________________________
ORGANIZATION_____________________________________________________
ADDRESS__________________________________________________________
CITY_________________________________________ST_____ZIP___________
PHONE_____________________EMAIL__________________________________

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 $________
           www.pgcoach.org
Order by phone:                                   * Florida residents only. If you are tax exempt, please
                                                   attach a copy of your exemption certificate.
           800-732-3710 (toll-free)

                Kits are shipped via first-class mail. For overnight delivery, please call us.

				
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posted:10/11/2011
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