Healthcare

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

• A Planned Giving Manual for Financial Planners, Attorneys, Professional Advisers and CPAs. Some 70 pages of “How to include “your healthcare foundation” in an individual’s estate plan.” Designed for professional Advisers in an easy to use format. HC 401 – 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 healthcare foundation). Some 70 pages of “How to include ‘your healthcare organization’ in an individual’s estate plan.” Designed for professional Advisers in an easy to use format. HC 402 – 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.” HC 403 – Available for the introductory price of $399

• Planned Giving Coordinated Plan helps you develop your own specific plan for your organization. This plan contains an emphasis of bequests and includes monthly planning suggestions. HC404 – Available for the introductory price of $299

• Planned Giving Policy Guidelines are needed when a hospital establishes an endowment. It helps the hospital set procedures and investment guidelines. This guide is helpful for investment management review. HC 405 – Available for the introductory price of $99

• Outright Gift Policies together with Planned Giving Policy Guidelines are a critical document in the management of a smooth fund raising effort. Get both guides documents for your office administration. HC 409 – Available for the introductory price of $189