Colleges & Universities

Upon payment, all documents are immediately available as downloadable PDF files. If you don’t already have a PDF reader, you can download one at no charge from the Adobe website here

• “The Characteristics of Effective Planned Giving Programs” is a research document involving 87 colleges and universities and $1.7 billion of future planned gifts. It clearly illustrates the qualities for effectiveness in small colleges and large universities. These twenty one (21) pages are packed full of meaningful data which are a must for any advancement office in higher education. CU 100 – Available for the introductory price of $199

• A Planned Giving Manual for Financial Planners, Professional Advisers, Attorneys, Stock Brokers and CPAs. Some 60 pages of “How to include “your college or university” in an individual’s estate plan.” Designed for professional Advisers in an easy to use format. CU 101 – Available for the introductory price of $299

• “Individualized” Planned Giving Manual for Financial Planners, Attorneys, Professional Advisers and CPAs (Same as above only Individualized for your college or university). Some 60 pages of “How to include “your college or university” in an individual’s estate plan.” Designed for professional Advisers in an easy to use format. CU 102 – Available for the introductory price of $499

• Planned Giving Tutorial is an ideal teaching tool for staff and board members. This tutorial reveals essential information about each planned giving instrument and provides “most likely prospects.” CU 103 – Available for the introductory price of $299

• Planned Giving Statistical Correlation Analysis of the keys to success. Research compiled from information obtained from select colleges and universities reveals the factors for success. The seven most valuable pages in selling planned giving to your administration and for developing your coordinated plan. CU 104 – Available for the introductory price of $199

• Planned Giving Coordinated Plan helps you develop your own specific plan for your college or university. This plan contains an emphasis of bequests and includes monthly planning suggestions. CU 105 – Available for the introductory price of $299