Documents
Here are a variety of document resources available for your use. We’ll be updating this list with descriptions and better titles.
Charity Program Synopsis
Donor Appreciation Thank You Letter
Donor Appreciation Sign-in Sheet
Donor Appreciation RSVP Sheet
Donor Appreciation Note Pages
Donor Appreciation Evaluation Form
Donor Appreciation Confirmation
1031 Seminar Thank You Letter
1031 Seminar Sign-In Sheet
1031 Seminar RSVP Sheet
Seminar Note Pages
1031 Seminar Evaluation FormSheet
1031 Seminar Confirmation
Seminar Materials Presentation Folder Inserts
Guardian Compliance Guidelines
Seminar Invitation Price List
Donor Appreciation Invitation Submission Standards
1031 Invitation Submission Standards
1031 Seminar Invite - 2 Color Flyer
1031 Seminar Invite - 4 Color Flyer
1031 Seminar Invite - 2 Color Foldover Outside
1031 Seminar Invite - 4 Color Foldover Outside
1031Seminar Invite - 2 Color Foldover Inside
1031 Seminar Invite - 4 Color Foldover Inside
1031 Exchange Press Release
Seminar Database Mailing Instructions
Seminar Implementation Task Sheet
Reinventing Planned Giving Article
Board Presentation Talking Points
CPS Booklet Example
Disclosure Notice for DVD Distribution
CPS Booklet Printing Order Form
CPS Booklet Instructions