Sample Email Invitations

As a hosting organization there are many ways you can invite professional advisors to join your Planned Giving Design Center site. Below are sample invitations your organization can send out to your database of advisors. (Items in blue would be linked to your PGDC.)

For a complete list of marketing ideas please refer to your Marketing Kit. You can download a pdf version of these sample emails here. If you have any questions please contact

Sample #1

[Organization Name] is honored to count you among our network of professional advisors and nonprofit representatives, and we are pleased to provide the Planned Giving Design Center (PGDC). We seek to support you with this FREE online service to further assist you as you advise your clients and donors about estate planning and charitable giving. We invite you to join the PGDC.

As a member of the PGDC community, you will receive a weekly e-newsletter providing you with the most current news, research, forums and other resources. You can also run calculations and presentations in the calculation center.

If you would like to discuss charitable giving opportunities or learn more about how planned giving supports the mission of [Organization], please contact [Name] at [Email], or [Phone] or visit [Homepage].

We hope you enjoy all the benefits of being a member of the PGDC!

Sample #2

[Organization Name] now offers an online resource that is designed to provide professional advisors, such as yourself with comprehensive information on the topic of advanced charitable, financial and estate planning.

The goal of the Planned Giving Design Center is to enhance community awareness of planning techniques that can help people accomplish both their personal and philanthropic planning objectives by equipping their advisors with the latest information regarding the tools and techniques of charitable gift planning, and the tax laws that govern their use. The site, which allows advisors to register free of charge, is [].

Sample #3

At [Organization], we aim to help legal, tax, and financial advisors design and implement their client’s philanthropic financial and estate plans. Now you can receive timely and authoritative information on charitable gift planning directly from our new website — and it’s FREE.

The PGDC is a state-of-the-art, interactive website designed exclusively for professional advisors that:

  • provides comprehensive discussions about planned giving vehicles and suitable gift assets, including how to combine them in order to accomplish a client’s financial, estate, and philanthropic planning objectives and
  • keeps you informed with authoritative and timely email news alerts, weekly articles, and case studies concerning planned giving and charitable taxation
  • calculations and presentations that you can customize to fit your clients’ specific needs and circumstances

When you help your clients plan their future, you help us plan ours — a future where we can continue to [Organization Purpose].

Simply go to [] and register for your free subscription to this premier planning resource. For further information, contact [Contact Name] at [Phone] or [Email].

Click here to join today for FREE. We hope you enjoy all the benefits of being a member of the PGDC!

Sample #4

As a professional advisor, you assist your clients in maintaining their financial well-being by helping them identify and analyze complex financial options and alternatives. At [Organization], we [Organization Purpose].

At [Organization], we unite our mission of [Organization Mission] with providing philanthropic opportunities that benefit our community. As with other financial decisions, many of these opportunities involve complex tax and estate planning choices.

We also understand the dynamic role that professional advisors such as you play in helping your clients evaluate and implement philanthropic plans. Consequently, we are pleased to announce the Planned Giving Design Center. This premier website contains the very latest information that helps advisors counsel their clients in the area of charitable gift planning.

By using the power of the Internet, the Planned Giving Design Center provides you with current, comprehensive, and fully annotated discussions regarding:

  • Planned giving vehicles, such as charitable remainder trusts, charitable lead trusts, pooled income funds, charitable gift annuities, bargain sales, and bequests;
  • The suitability of prospective gift assets as well as the special issues that apply to their transfer; and
  • The rules surrounding the deductibility and compliance for charitable contributions for income, gift, and estate tax purposes.

The PGDC also keeps you up-to-date by:

  • Sending you email News Alerts with concise summaries and links to detailed commentary regarding the latest IRS pronouncements, court decisions, and legislative developments affecting charitable taxation and
  • Providing articles written by nationally acclaimed experts explaining how to apply and integrate planned giving techniques into an individual’s overall financial and estate plan.

And finally the PGDC:

  • Helps you communicate planned giving opportunities with clients by providing planning-objective-specific case studies along with calculations and presentations that you can fit to your clients’ specific needs and circumstances and
  • Assists you in implementing planned gifts by providing you with sample gift documents, checklists, and administrative resources.

All information on the PGDC comes from nationally recognized legal, tax, and planned giving experts who dedicate themselves to making the PGDC the most comprehensive information resource on planned giving available.

We now invite you to go online and review the PGDC at []. Once there, you will have an opportunity to take a quick tour, after which we invite you to complete the online registration form and become a member of the Planned Giving Design Center team! There is absolutely no obligation on your part.

If I can assist you any further, please contact me at [Phone] or [Email Address]. We look forward to collaborating with you for a better community.

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