Winton Smith & Associates offers a full line of planned giving publications -- brochures, newsletters, booklets and response cards which can be personalized by imprinting or fully customized for your organization.
Winton Smith & Associates publications reflect a high level of expertise in planned giving and present this complex subject matter in simple, easy-to-understand language. This clarity of language can be the heart of a direct marketing program that provides your prospects with timely and valuable information -- a program which motivates donors to respond.
We recommend that you concentrate your direct marketing efforts in the area of charitable bequests, because the will is the most easily understood and most widely recognized planned giving vehicle. It is also the gift that provides the greatest results for charitable organizations nationwide. In addition, a bequest often allows you the opportunity to introduce your donors to other types of planned gifts in subsequent years.
Our Will Series brochures provide useful information about the importance of wills and about how wills relate to tax matters and to charitable giving. The brochures are tastefully designed and illustrated and are easy to read. They also fit comfortably into a #10 envelope, leaving ample room for a response card and a business reply envelope.
Our newsletter, Charitable Tax Strategies, contains articles about the various planned gift ideas and how they translate into tax savings and income for your donors. It is written in plain, easy-to-follow language. It is tastefully designed and illustrated and follows a specific theme each quarter.
Brochures and newsletters are personalized with your organization's logo on the front and the name, address and telephone number of your contact person on the back. Each mailing should include an introductory cover letter, a response card and a business reply envelope for confidentiality. We will provide you with a sample cover letter at no additional charge.
All Winton Smith & Associates publications also are available on a royalty basis if you prefer to coordinate your own printing.
Why Write A Will
Why Review Your Will
The Tax-Wise Will
Your Will and Your Charitable Interests
Why Everyone Needs a Will
Why You Should Review Your Will
Protecting Your Loved Ones Shattering the Joint Property Myth
Planning Your Estate for Charitable Gifts
Why Your Will Is Important
Your Will Have You Thought of Everything
Estate Tax Strategies
The Living Trust
Planned Giving The Thought That Counts
Planning Your Estate
Memorial Gifts
Charitable Gift Annuities
Charitable Remainder Unitrusts
Charitable Remainder Annuity Trusts
Pension Plans & Philanthropy
Gifts of Family Corporate Stock
Pooled Income Funds
Tax-Wise Year End Giving
Why Write a Will
Why Review Your Will
CGA's Affordable Life Income Gifts
Giving that Increases Your Income CRTs
Why Your Will Is Important
Charitable Lead Trusts
CRUTs Donors & Charities Reap Benefits of Well-Planned Philanthropy
Making the Most of Year-End Gifts
Making Sure Your Will Still Works
How To Plan Your Estate
How To Make a Charitable Gift and Increase Your Income
Planned Giving Making the Most of Your Charitable Gifts
Your Will and Your Charitable Interests
Charitable Annuities Gifts that Give Back
Pension Plans and Planned Gifts
Gifts of Appreciated Property
How the New Tax Law Affects You
Planning Your Will
Giving For Income
Charitable Gift Annuities
Deferred Payment Gift Annuities
Charitable Remainder Unitrusts
Charitable Remainder Annuity Trusts
Charitable Lead Trusts
The Living Trust
Planning Your Gifts
Your Estate, Your Family, Your Future
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© Winton Smith Jr. 2003