Sell the sizzle, not the steak. Use these one-liners to get your point across the next time you meet with a prospect. As to details? Leave them to the nerds — lawyers, CPAs, and financial advisors; and sorry if we just offended 37.28% of our peers! Always remember, focus on getting the prospect in the door! – Viken Mikaelian, Publisher.

Lifetime Bequest:

A “Lifetime Bequest” is a combination of a gift or pledge now plus an estate gift later to facilitate and maximize the impact of your giving.

Outright or Pledge Portion:

You may make a gift outright or select a pledge payment schedule (1–5 years) that is sensitive to your needs, and then simply shift the balance of your gift to your estate.

Estate Gift Portion:

Charitable Bequest in your will or trust, or Benefificiary Designation in your IRA or other retirement plan, life insurance policy, bank or brokerage account, or Gift Annuity — Also provides an income to you for life, or Charitable Trust — Sample cases and illustrations can be provided for your advisor,

or

Real Estate Gift — Either outright or in a charitable trust.

Added Benefits:

• You can request a naming opportunity (e.g. name a fund or project in memory of a loved one) in exchange for your binding commitment.

• You can qualify a gift for Society member benefits.

Gift Valuation:

The estate gift portion of a “Lifetime Bequest” is discounted to present value to qualify for a “naming opportunity” and gift society membership. Please contact a representative for details.

• Preliminary gift society membership starts when the pledge form is signed and becomes permanent when it is documented as part of the will or estate plan.

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