The materials in this Endowment Building Toolbox are aids through which you can learn how to help your donors understand the value of endowoment giving and educate them about charitable gift planning options. 

The information in the Endowment Building Toolbox is for information purposes with the understanding that The Greater Tacoma Community Foundation is not rendering legal, accounting, tax or other professional advice.  Consult a professional advisor for further information and specific applications.

Endowment Funds   Wills and Bequests   Charitable Gift Annuities   Other Planned Giving Tools   Fundraising Campaign Materials  
Endowment Funds
Ad - sample layouts for publication (#1)


Ad - sample layouts for publication (#2)


Brochure - basic endowment copy


Expert Article - Named Funds


Expert Article - Why Do We have an Endowment Fund?


Wills and Bequests
Ad - Remember Us In Your Will


Ad - Three Good Reasons You Should Have an Estate Plan


Ad - What Kind of Gift Lasts Forever?


Ad - Where There's a Will, There's a Way


Ad - Wills, Willingness and Will Power


Brochure - Bequest/Planned Giving Copy


Expert Article - Charitable Bequests


Expert Article - Charitable Bequests FAQs


Expert Article - Why Write a Will?


Supporting Material - sample messages regarding estate planning


Supporting Material - standard bequest language for wills


Charitable Gift Annuities
Ad - Sample newsletter article


Ad - Shelter More Than Just Your Money


Handout for Donors: Charitable Gift Annuities


Ad - Age Does Have Its Rewards!


Ad - Are You 65 and Earning at Least 6% On Your Investments?


Ad - Do You Need More Tax-free Income?


Expert Article - The Charitable Gift Annuity Advantage


Expert Article - What is a Charitable Gift Annuity?


Other Planned Giving Tools
Expert Article - Appreciated Stock


Expert Article - Charitable Lead Trusts


Expert Article - Charitable Remainder Trusts


Expert Article - Life Insurance


Expert Article - Real Estate


Expert Article - Retirement Plan Assets


Fundraising Campaign Materials
Sample: Endowment Campaign Plan


Sample: How to Talk to Donors About Endowment


Sample: Planned Gift Society and the Annual Campaign - Help for your Solicitors


The Greater Tacoma Community Foundation
950 Pacific Ave, Suite 1220, Tacoma, WA 98402 (253) 383-5622
P.O. Box 1995, Tacoma, WA 98401