Year-End Order Form - Planned Giving Marketing...
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Giving at Year-End (Type) Time for Giving (Clock) Item # Title/Description Check Imprint Location Quantity Unit Cost Total Cost Front Back Both None Giving at Year-End (Berries) 8444 8124 Giving at Year-End (Trees) 8446 8448 YEOF 07/16 Giving Thanks at Year-End (Harvest) 8024 Billing Address Name ___________________________________________________ Title _____________________________________________________ Organization_____________________________________________ Address _________________________________________________ City ______________________ State ______ Zip _____________ Email ____________________________________________________ Phone ( ) ___________________________________________ Fax ( ) ______________________________________________ Purchase order # (optional) ______________________________ Shipping Address Name ___________________________________________________ Title _____________________________________________________ Organization_____________________________________________ Address _________________________________________________ City ______________________ State ______ Zip _____________ Phone ( ) ___________________________________________ Shipping & Handling Total Order Amount Shipping & Handling Fee* $100.00 to $249.99 ................................................... $16.00 $250.00 to $499.99 ................................................... $22.00 $500.00 to $749.99 ................................................... $29.00 $750.00 to $999.99 ................................................... $37.00 Prices shown are for shipment in continental U.S. Additional charges may apply for shipments elsewhere. Orders are shipped via FedEx Ground ® unless another method is requested. *Shipping prices are subject to increase if carrier fees increase. Orders over $1,000: Rates will be determined based on method of shipment. Publication orders shipped to California addresses may be subject to CA Use Tax. Please add use tax appropriate to the California county in which delivery is taken. Questions about CA Use Tax, please call 901.680.5318. Other questions: call 901.680.5300 or email [email protected]. (If different from billing. No P.O. boxes, please.) Imprinting Information Imprint Fee .........................................................$85 Use imprint on file New imprint Publications will be imprinted in black. Five lines maxi- mum. Logos and text for new imprints may be sent to imprints@SHARPEnet.com. For more information, visit SHARPEnet.com/publications/digital-artwork-submission- guidelines or call 901.680.5300. Method of Payment Please bill me. Enclosed is a check for $ ____________ . Please charge my: Mastercard Visa AmEx Card # ________________________________Exp. date ___________ Name on card _____________________________________________ Signature __________________________________________________ Year-End Order Form 901.680.5300 Email [email protected] Imprinting Fee SUBTOTAL Shipping GRAND TOTAL ______________ Prices based on total quantity of brochures ordered. Titles may be combined with other brochures for quantity pricing. *Incentive pricing only applies to year-end orders placed by September 15, 2016. Quantity Pricing Minimum 1,000 - 2,499 ....... $.55 each.........$.45 each 2,500 - 4,999 ....... $.44 each.........$.34 each 5,000 - 7,499 ....... $.39 each.........$.29 each 7,500 - 9,999 ....... $.34 each.........$.24 each 10,000 -14,999 ....... $.32 each.........$.22 each 15,000 -19,999 ....... $.31 each.........$.21 each 20,000 -29,999 ....... $.30 each.........$.20 each 30,000 or more ............................ Ask for quote Incentive Pricing* Price
Transcript of Year-End Order Form - Planned Giving Marketing...
Giving at Year-End (Type)Time for Giving (Clock)
Item # Title/Description Check Imprint Location Quantity Unit Cost Total Cost Front Back Both None
Giving at Year-End (Berries)
84448124
Giving at Year-End (Trees)
84468448
YEOF 07/16
Giving Thanks at Year-End (Harvest)8024
Billing Address
Name ___________________________________________________
Title _____________________________________________________
Organization _____________________________________________
Address _________________________________________________
City ______________________ State ______ Zip _____________
Email ____________________________________________________
Phone ( ) ___________________________________________
Fax ( ) ______________________________________________
Purchase order # (optional) ______________________________
Shipping Address
Name ___________________________________________________
Title _____________________________________________________
Organization _____________________________________________
Address _________________________________________________
City ______________________ State ______ Zip _____________
Phone ( ) ___________________________________________
Shipping & Handling
Total Order Amount Shipping & Handling Fee* $100.00 to $249.99 ................................................... $16.00 $250.00 to $499.99 ................................................... $22.00 $500.00 to $749.99 ................................................... $29.00 $750.00 to $999.99 ................................................... $37.00
Prices shown are for shipment in continental U.S. Additional charges may apply for shipments elsewhere.
Orders are shipped via FedEx Ground® unless another method is requested.
*Shipping prices are subject to increase if carrier fees increase.
Orders over $1,000: Rates will be determined based on method of shipment. Publication orders shipped to California addresses may be subject to CA Use Tax. Please add use tax appropriate to the California county in which delivery is taken. Questions about CA Use Tax, please call 901.680.5318. Other questions: call 901.680.5300 or email [email protected].
(If different from billing. No P.O. boxes, please.)
Imprinting InformationImprint Fee .........................................................$85 Use imprint on file New imprintPublications will be imprinted in black. Five lines maxi-mum. Logos and text for new imprints may be sent to [email protected]. For more information, visit SHARPEnet.com/publications/digital-artwork-submission-guidelines or call 901.680.5300.
Method of Payment Please bill me. Enclosed is a check for $ ____________ .
Please charge my: Mastercard Visa AmEx
Card # ________________________________Exp. date ___________
Name on card _____________________________________________
Signature __________________________________________________
Year-End Order Form 901.680.5300 Email [email protected]
Imprinting Fee
SUBTOTAL
Shipping
GRAND TOTAL ______________
Prices based on total quantity of brochures ordered. Titles may be combined with other brochures for quantity pricing.
*Incentive pricing only applies to year-end orders placed by September 15, 2016.
Quantity Pricing
Minimum 1,000 - 2,499 ....... $.55 each.........$.45 each 2,500 - 4,999 ....... $.44 each.........$.34 each 5,000 - 7,499 ....... $.39 each.........$.29 each 7,500 - 9,999 ....... $.34 each.........$.24 each 10,000 - 14,999 ....... $.32 each.........$.22 each 15,000 - 19,999 ....... $.31 each.........$.21 each 20,000 - 29,999 ....... $.30 each.........$.20 each 30,000 or more ............................Ask for quote
Incentive Pricing*Price
The nation’s tax laws and continued growth in the economy are providing powerful incentives for charitable giv-ing. In this positive environment, it’s a great time to remind your donors of the benefits of giving before the end of 2016.
Donors should be aware that tax law changes can mean greater potential savings from gifts made before year-end. Others may benefit from giving through retirement plans or noncash gifts such as stock.
Start the conversation with your donors now.
Sharpe’s 2016 year-end giving communications are a convenient and cost-effective way to share with donors the advantages of funding gifts with cash or other assets including appreci-ated property and other plans.
You can also order conve-niently from our online shop at www.SHARPEnet.com/publications.
901.680.5300 [email protected] | www.SHARPEnet.com/publications
PersonalizationSharpe can add your logo and contact informa-tion on the front, back or both.
We include a sample cover letter, reply card text, P.S. language and suggested web/article copy for use with your publications.
Prefer something more unique to your brand? We can customize communications specifically for your needs.
Sharpe Group looks forward to working with you to ensure that 2016 will be a successful year for your organization. Call us at 901.680.5300 or visit www.SHARPEnet.com/publications.
How can you use year-end communications to encourage gifts this year?
As part of your regularly scheduled year-end appeal
As an insert in gift acknowledgments this fall
To include in pledge reminders and proposals
As handouts at donor events
As part of a mailing to members of your giving clubs and societies
As part of your digital fundraising strategy
WASHINGTON • ATLANTA • MEMPHIS • SAN FRANCISCO
The Year-End Season Is Here
The purpose of this publication is to provide general planning information. It is not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. ©MMXVI RFSCO, Inc. All Rights Reserved. 8446-16
Charitable IRALast year, Congress made permanent
the popular provision allowing people aged 70½ or older to make tax-free gifts of up to $100,000 per person per year directly from individual retirement accounts (IRAs). Check with us or your IRA administrator for more information or assistance.
Gifts of a LifetimeAt this time of year, many also choose
to review their long-range estate and financial plans. Wills, trusts, life insurance policies, retirement accounts and other planning vehicles can offer special ways to make future charitable gifts.
As you review your plans, keep in mind changes in the law have resulted in lower federal estate and gift taxes for many, leaving more assets available for both loved ones and charitable interests.
There are ways to provide for significant future gifts while enjoying additional income, immediate tax savings and other benefits today.
Be sure to also consider other sources from which to make gifts, such as a donor advised fund, family business or foundation.
Your Gifts, Your GoalsDuring this season of giving, there are
many ways you can make meaningful gifts and accomplish your charitable goals in the most effective ways.
Please contact us if we can assist you or your advisors in any way. EAR-END
I V I NGA TY
Gat Year-EndivingG
TIMEfor Giving
The purpose of this publication is to provide general planning information. It is not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. ©MMXVI RFSCO, Inc. All Rights Reserved. 8444-16
When making a gift of securities or other assets, check with your advisors to ensure your gift is completed properly and in a timely manner. You should allow additional time for gifts of mutual fund shares. We will be pleased to assist if you have questions.
Charitable IRALast year, Congress made permanent
the popular provision allowing people aged 70½ or older to make tax-free gifts of up to $100,000 per person per year directly from individual retirement accounts (IRAs). Check with us or your IRA administrator for more information or assistance.
Gifts of a LifetimeAt this time of year, many also choose
to review their long-range estate and financial plans. Wills, trusts, life insurance policies, retirement accounts and other planning vehicles can offer special ways to make future charitable gifts.
As you review your plans, keep in mind changes in the law have resulted in lower federal estate and gift taxes for many, leaving more assets available for both loved ones and charitable interests.
There are ways to provide for significant future gifts while enjoying additional income, immediate tax savings and other benefits today. Be sure to also consider other sources from which to make
gifts, such as a donor advised fund, family business or foundation.
Your Gifts, Your GoalsDuring this season of giving, there are
many ways you can make meaningful gifts and accomplish your charitable goals in the most effective ways.
Please contact us if we can assist you or your advisors in any way.
The purpose of this publication is to provide general planning information. It is not intended as legal, accounting or other professional advice. For assistance in planning charitable gifts with tax and other financial implications, the services of appropriate advisors should be obtained. ©MMXVI RFSCO, Inc. All Rights Reserved. 8024-16
property, you may eliminate tax on up to 30 percent of your AGI. Larger amounts may be used to reduce taxes in as many as five future years.
Check with us or your advisors if you have questions about the tax planning or other aspects of your gifts.
“Bunch” deductible expenses for savings
The timing of charitable gifts is totally within your control. If you do not normally have enough deductions to itemize them, you may be able to concentrate, or “bunch,” your deductible expenditures, such as mortgage interest and taxes, in some years.
In that case, you may want to consider making larger charitable gifts in years they will yield the greatest benefit. As you can see, whether you give cash or other assets, a minimum amount of planning may help you maximize your tax savings.
Enjoy tax-free IRA giving
If you are aged 70½ or older, you can direct charitable gifts of up to $100,000 per year from individual retirement accounts (IRAs) on a totally tax-free basis. These amounts can also count towards your required minimum distribution for the year.
Plan now to give laterMany people also review their overall
estate and financial plans at the end of the year. Remember that these plans can also include charitable gifts.
For example, you may wish to include charitable gifts in your plans for a specific amount, a percentage or what is left after providing for heirs.
Retirement plans, living trusts and life insurance policies can also offer convenient opportunities for giving. Other plans may help you increase income, save taxes and allow you to share your blessings with those you care most about.
