Cultivating Legacy Donors A Guide to Building Relationships

Some of the most common ways that donors choose to make legacy gifts include bequests in a will or trust, life insurance, IRA and other ... Planned giving, also known as gift planning or legacy giving is a planned contribution of a gift to an organization. Unlike an annual gift, a planned gift is ... If you want to increase your chances of receiving legacy gifts you need your donors to give 15 or more gifts to your organization. Which means ... 1. Don't mention death. · 2. Provide resources to create a will. · 3. Mention the benefits of planned giving. · 4. Talk about bequests as a tribute to a family ... In addition to offering resources to make planned giving a simple process for interested supporters, it's a smart idea to simply ask. Nonprofits ... Imagine what might happen over time if you began to ask folks to leave a legacy in their wills. · Many legacy gifts are not complicated. · Just be ... Leave a planned gift in your will · How to name MSF in your will This sample language may be useful: · Notifying MSF of your gift. We hope you'll let us know ... 6 simple steps for asking for legacy gifts · 1. Create a legacy giving program committee · 2. Identify your target audience · 3. Market your program · 4. Offer ... What are your philanthropic goals? · What organizations or causes are you passionate about? · What motivates you to give? · What type of charitable ... Gifts in Wills · SickKids Foundation Sample Will Wording · Information Request Form · Physical Shares · JP Bickell Society Membership Form.