FUTURE FOCUS - Leading Provider of Personalized Planned Giving Web Pages

Basic Order Form

Please complete this form to order your planned giving pages. Please read each section carefully - it will help the process of designing your pages.
Please note the Stipulation at the bottom of the form.

Options:

Complete online and press the submit button at the bottom of the form.
Or, fill out the form on your computer, print it and fax it to (925) 855-1170.
Or, download a printable version using Acrobat Reader and fill it in offline.

TO:	Future Focus
DATE:
ORGANIZATION: Legal Name: TIN:	So we can provide sample bequest language on your site, please provide your legal name and TIN below:
CONTACT:
ADDRESS:
CITY, STATE & ZIP:
PHONE:
E-MAIL:

Please setup our personalized Instant Web Page for Planned Giving. We agree to pay $699 a year for the leasing of the content, the maintenance and the supervision of the pages set up by Future Focus, monthly News and Information and quarterly Donor E-mail. We understand the minimum subscription is for one year and that subsequent years are $699 a year.

Planned Giving Calculator
If you would like a planned giving calculator on your site for use by visitors to your webpages, please select below.

Yes - Please add the Philanthrotec for the Web calculator. I understand this is an additional $149 annually (retail price is $195 annually) and Future Focus will bill and install it.

No - Please do not install a calculator at this time.

Yes- I will contract directly with a calculator provider and forward the instructions and html to Future Focus for insertion.

Payment: If the billing address differs from above, please complete the following. The first annual payment is due on or near the completion of the setup when invoiced by Future Focus.

DEPT.
ATTN:
ADDRESS:
PHONE:
CITY, STATE & ZIP:
FAX:

Planned Giving Pages Format: There are two general formats for your planned giving section. The original format illustrates gift options using donor stories and is similar to the University of Southern Indiana pages. The compressed version is built around the Ways to Give page and the How can I page. Macedonian Outreach illustrates this version. Most organizations use Original Format. Please select one.

Original Format
Compressed Format

Planned Giving Contact Information: (the person(s) you want potential donors to contact). This information will be used for the planned giving contact page. If you would like more than two names, please list them on an additional page. NOTE! It is always nice for viewers to have a picture of the person they are talking to. Please send a picture of your contact person(s). If possible, please e-mail pictures to kellogg@futurefocus.net. If not available in a digital format (for e-mailing), please send pictures directly to Future Focus.

Primary Contact Person:

NAME:
TITLE:
ADDRESS:
CITY/STATE/ZIP:
PHONE:
FAX:
E-MAIL:

Secondary Contact Person:

NAME:
TITLE:
ADDRESS:
CITY/STATE/ZIP:
PHONE:
FAX:
E-MAIL:

URL Information: This is the page on your web site where you will want your viewers to return to from your planned giving pages. It is also probably the page where your webmaster will place the link to your planned giving pages.

URL:

Charitable Gift Annuities:

Do you offer charitable gift annuities: (please select one)

YES DO NOT

Wish List / Campaign: Many times people will be interested in giving for a specific need; for example a new building or special equipment, or perhaps you are involved a campaign. If you have a "wish list" and would like information about it on your pages, please list it here. I can briefly list it on the first page and then add a more detailed description on a separate (wish list) page. Please e-mail or send detailed information on a separate page.

Stipulation: Future Focus will provide planned giving content and make changes or edits as requested by the client (organization listed above). Should the client determine to place this content on their website, they will copy the existing website content exactly, maintaining the same content as Future Focus maintains for their account and place the disclaimer exactly as maintained by Future Focus on each page. Any changes to the Future Focus content if moved to the client website need to be coordinated prior to the move with Future Focus.

Authorization: For Future Focus to personalize Instant Web Pages for Planned Giving for us and bill us as above.

Name:
Title:
Date:
Comments:

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Thank you very much.

Please contact Dick Kellogg at Future Focus
if you have any questions.


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Future Focus 3282 Stone Valley Road Alamo, CA 94507 (925) 820-9238 (800) 737-3437 mail@futurefocus.net Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the privacy/terms of use statement. Please report any problems to webmaster. Revised: March 27, 2008 9:06.