Planned Giving Toolbox

Planned Giving, Gift Planning, Legacy Giving

No matter what you call your non-profit's fund raising program, let Sinclair, Townes & Company help you develop a more effective program for charitable bequests, charitable remainder trusts, charitable lead trusts, charitable gift annuities, and additional lifetime and testamentary gifts.

Sinclair, Townes & Company, a fund raising consulting firm with more than 35 years of successful planned giving consulting experience, can serve as your experienced planned giving development officer.

 
 
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Planned giving - web-based services & products

Planned giving websites

We can provide a personalized planned giving website at plannedgivingcenter.org.  Your url would be [your non-profit].plannedgivingcenter.org -- or another url of your choosing.  The cost is $500/calendar quarter -- sometimes more, depending on the level of personalization you require.  There is a one-time set-up fee of $795 -- sometimes more, depending on the level of personalization you require.

Planned giving electronic newsletters and e-mails

We can provide personalized planned giving e-newsletters, with three articles per issue. You will have full access to see which individuals open the newsletters and which individuals click-through to each planned giving topic.  The cost is $375/e-newsletter, plus a one-time set-up fee of $475, for up to 10,000 email addresses.  (The cost is sometimes more, depending on the level of personalization you require.)

 
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planned giving - print services & products

Planned giving brochures

Please visit www.caldersinclair.com for free samples of our planned giving brochures.  We can personalize the brochures with your name, address, logo, and additional info -- and print and deliver them to you within just a few days!  The cost is as little as 23 cents/printed brochure.

Planned giving newsletters

We can write, design, and print personalized planned giving newsletters (full color) for you.  Our pricing is as follows:  1,500 copies/issue = $1,587/issue;  2,500 copies/issue = $1,932/issue; 5,000 copies/issue = $3,006/issue.  For additional quantities, please call for a quote.

Planned giving postcards

Some of our clients are also utilizing planned giving postcards, with strong success, to either augment their existing planned giving mail list or to reduce their quantity of planned giving newsletters.  Our pricing is as follows for full color, personalized, 6 x 9 postcards:  5,000 postcards = $791; 10,000 postcards = $1,184.  For additional quantities, please call for a quote

 
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planned giving - in-person consulting & services

Meetings with your planned giving suspects, prospects and donors

We can meet with you and/or your planned giving suspects, prospects and donors -- and their advisors -- on complicated or unusual gifts.

Planned giving seminars and presentations

Let Sinclair, Townes & Company explain:

  • Planned Giving 101
  • Leaving a Legacy
  • Endowments
  • and many other timely topics

for the benefit of your Board of Trustees, Board of Visitors, alumni/ae, grateful patients, or other donor/volunteer groups.