Legacy Giving A Guide to Growing Your Endowment

Give donors casual calls to check in and see how they're doing · Send handwritten holiday, birthday, or membership anniversary cards · Ask your ... 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 ... ... 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. 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 ... 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. Legacy gifts are a unique expression of generosity, oftentimes highlighting the causes and charities donors connect to most during their lifetimes. Planned ... In every newsletter and on your website, include a notice (like a classified ad) that your organization is receiving bequests and ask people ... How To Say Thank You · A handwritten note from you stating your appreciation for their gift. · An invite to your giving society to attend ... 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 ... Asking for legacy gifts can be daunting. Learn to talk to donors about planned giving in a thoughtful way and incorporate legacy gifts in your strategy.