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2024 Summer Educational Smart Giving Suite Campaign

2024 Summer Educational Smart Giving Suite Campaign

contents
Social Media – Legacy Ask
Social Media – Resource
Newsletter – Legacy Ask
Newsletter – Legacy Ask
Newsletter – Legacy Ask

Resources

Campaign Overview slides – [SGS partners]
Campaign Overview slides – [QCD and Stock partners]
Campaign Overview slides – [QCD ONLY partners]
Campaign Overview slides – [Stock ONLY partners]

Example emails

Timeline

April

Request content from your Strategist

May

May 8
Campaign Info Session
2pm ET
Request content from your Strategist

June/July

June 21
Last day to send Content
June 17 – July 15
Send outreach!
July 15
Campaign ends

Campaign graphics

Canva templates

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Summer SGS email graphic
Summer SGS email graphic
Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Permanent gift guide brochure
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Permanent gift guide brochure

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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Bequests brochure
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Bequests brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Permanent gift guide brochure
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Permanent gift guide brochure

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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Bequests brochure
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Bequests brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Permanent gift guide brochure
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Permanent gift guide brochure

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Bequests brochure
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Bequests brochure

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Permanent gift guide brochure
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Permanent gift guide brochure

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Bequests brochure
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Bequests brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Permanent gift guide brochure
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Permanent gift guide brochure

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Bequest (Faith) one-pager
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Bequest (Faith) one-pager

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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Bequests brochure
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Bequests brochure

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Bequests (Faith) buckslip
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Bequests (Faith) buckslip

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Bequests (Catholic) postcard
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Bequests (Catholic) postcard

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Bequests (Catholic) brochure
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Bequests (Catholic) brochure

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Bequests (Catholic) postcard
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Bequests (Catholic) postcard

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) Birthday Card postcard
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Qualified Charitable Distributions (QCDs) Birthday Card postcard

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Permanent gift guide brochure
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Permanent gift guide brochure

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Bequests (LGBTQ+) brochure
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Bequests (LGBTQ+) brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Permanent gift guide brochure
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Permanent gift guide brochure

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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Bequests brochure
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Bequests brochure

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Smart Giving Suite (LGBTQ+) brochure
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Smart Giving Suite (LGBTQ+) brochure

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New Year’s Bequests buckslip
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New Year’s Bequests buckslip

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Bequests one-pager
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Bequests one-pager

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New Year’s Bequest postcard
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New Year’s Bequest postcard

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Beneficiary Designations postcard
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Beneficiary Designations postcard

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Bequests postcard
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Bequests postcard

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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Bequests postcard
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Bequests postcard

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Qualified Charitable Distributions (QCDs) Birthday Card postcard
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Qualified Charitable Distributions (QCDs) Birthday Card postcard

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Donor-Advised Funds (DAFs) postcard
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Donor-Advised Funds (DAFs) postcard

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard

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Donor-Advised Funds (DAFs) postcard
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Donor-Advised Funds (DAFs) postcard

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Stocks (Appreciated Assets) postcard
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Stocks (Appreciated Assets) postcard

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Stocks (Appreciated Assets) postcard
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Stocks (Appreciated Assets) postcard

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Smart Giving Suite (QCDs, Stocks, DAFs) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs) brochure

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Qualified Charitable Distributions (QCDs) postcard
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Qualified Charitable Distributions (QCDs) postcard

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Charitable Gift Annuities brochure
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Charitable Gift Annuities brochure

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Bequests brochure
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Bequests brochure

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Beneficiary Designations brochure
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Beneficiary Designations brochure

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Planned Giving Suite Content Center
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Planned Giving Suite Content Center

Integrated Resources
Stocks (Appreciated Assets) brochure
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Stocks (Appreciated Assets) brochure

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Qualified Charitable Distributions (QCDs) brochure
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Qualified Charitable Distributions (QCDs) brochure

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Smart Giving Suite Content Center
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Smart Giving Suite Content Center

Integrated Resources
Donor-Advised Funds (DAFs) brochure
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Donor-Advised Funds (DAFs) brochure

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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
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Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure

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