What's included: π Life Insurance 101 (Staff Guide) β Your own reference, not something you hand to donors. π¨ 3 Editable Donor-Facing Templates (fully brandable in Canva): π¨Life Insurance as a Philanthropic Toolβ a one-pager for a donor needing more information + options and tax benefits π¨ Walkthrough sample of a donor story π¨ Life Insurance Instructions Every donor-facing piece uses simple placeholders β swap in your org's name, logo, colors, and contact info in Canva and you're ready to print or send as a PDF. No design skills needed. Perfect for: gift officers building a planned giving program from scratch, communications teams who need a life insurance ask ready for a newsletter or year-end appeal, or any small-to-mid-size nonprofit that wants professional planned giving materials without hiring a designer or consultant.
