Elevate Your Fundraising How to Ask for Legacy Gifts Strategically

Legacy Gifts · YOUR LOYALTY AND VISION MAKES ALL THE DIFFERENCE · Visit our Legacy Giving site for more information. · Email Jan Merryweather or call 650-464-8203 ... How To Solicit Legacy Gifts · Create a Legacy Gift Strategy · Build a Legacy Gift Page on Your Website · Promote Your Legacy Gift Program · Track ... ... Legacy Society, (SOCIETY NAME). The society is composed of generous and forward-thinking donors who will support our long-term success through a planned gift. To set up your legacy gift, contact your lawyer and ask them to create a new will or add a codicil (amendment) to your existing will. You can either determine ... Don't just think of the ask as a one-time, face-to-face conversation. Consider all the no-cost ways you can consistently market planned giving. The legacy ask usually consists of two parts: a preface and an ask. The preface makes the ask more comfortable. It provides motivation. It justifies the ... Focus on the impact their planned gift can make, such as providing scholarships for students or supporting medical research. Make sure to also ... If your choice of charities changes over time, simply send us a new Letter of Wishes. There's no need to involve your will-writing professional. Cut your ... How It Works · Include a gift to The TLC Foundation for BFRBs in your will or trust. · Make your bequest unrestricted or direct it to a specific purpose. If we ask people for a planned gift, they'll stop giving cash now. People ... Asking for legacy gifts is like asking for someone else's inheritance.