Pathways for Planning is a follow-up program to help your constituents fulfill their
estate planning needs. This system provides customized follow-up materials
and is designed so you can use only the pieces you want.
The Pathways for Planning process has provided a very effective
follow-up strategy to the Destination video as well as estate
planning seminars.
The price structure for Pathways items is listed below as an example. RDI
Consulting will be happy to provide a customized bid for your materials. We will work with
you to personalize the materials and structure the program to meet your needs.
|
1000 |
2500 |
5000 |
|
|
|
|
| Pathways (Step-by-step guide) |
$2,470 |
$2,780 |
$3,290 |
| How to talk to brochure |
$2,370 |
$2,670 |
$3,160 |
| Estate Data Form |
$812 |
$968 |
$1,212 |
| Sign-up for Pathways Card |
$295 |
$356 |
$413 |
|
|
|
|
| Totals: |
$5,947 |
$6,774 |
$8,075 |
| Cost per package: |
$5.95 |
$2.70 |
$1.62 |
(For a credit card purchase call (800) 659-7445.)
Pathways-a full color, 4-page brochure
that leads potential donors through a simple six-stage process to familiarize them with
estate planning issues and options.
How to talk to brochure-a full-color, tri-fold brochure
that helps donors know how to talk to children, parents, and their attorney about estate
planning issues.
Estate Data Form-a simple data form designed to help your
donors gather the information they need to prepare estate plan.
Sign-up for Pathways Card-the card may be
distributed at the Destination presentation or an estate planning
seminar to allow participants to sign-up for
Pathways for Planning.
These prices include personalization for your organization. The component
pieces can be purchased individually or as a package. A pleated
folio (w/velcro) is available as well as other folder options. Call for larger quantities.
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