Gift Planning Promotion

The Foundation’s marketing team creates gift planning promotions that help position, communicate and promote planned giving. Many of these resources are specific by gift type, like gift annuities and donor-advised funds, while others promote giving from retirement assets or real estate. The “Generosity Plans” booklet summarizes both, the most popular forms of planned giving from commonly used assets to fund those gifts.

Every one of the planned giving promotions can be customized for your ministry. The marketing team will collaborate directly with you to produce a printable or web file, often starting with an existing promotion and customizing it with your organization’s photos, colors, text, and logos.

The most popular custom resources are the Generosity Plans for Family and Ministry, IRA charitable rollover, and Gift Annuities. Gift annuity promotions often include a custom application and online rate calculator, also available to you.

Custom Generosity Plans (Valley Lutheran)

Custom Gift Annuity brochure and application (Webster Gardens)

There is no cost to you or your ministry for this service. If you choose to print and need large quantities, the marketing team can provide you print estimates through our partner Concordia Publishing House.

Endowment/Ministry Fund Promotion

Many congregations and ministry organizations have unique ministry funds that provide long-term resources for dedicated purposes, such as scholarships, missionary support, children’s ministry, etc. The Foundation’s marketing team can help produce a unique resource for the fund to promote giving appreciated assets and planned gifts to the fund.

Sample endowment fund promotion

Be sure and check out the available gift planning newsletter and bulletin insert files to incorporate in your ministry’s existing communications.

Request a sample of the Foundation’s brochures, or learn more about producing custom resources for your congregation or ministry by contacting the marketing team.