The Power of Legacy Gifts A Guide to Unlock Transformative Giving

How To Say Thank You · A handwritten note from you stating your appreciation for their gift. · An invite to your giving society to attend ... 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 ... ... 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. What Is Planned Giving? · Beneficiary designations on life insurance policies and unused retirement funds · Charitable gift annuities · Charitable ... Planned Giving, often called gift planning or legacy giving, is making a charitable donation as part of your overall financial and/or estate plans. Establishing Your Legacy is Easy ... With charitable gift planning, you can create a legacy gift that will extend your support for years to come. It's simple to ... Focus on the psychological and emotional benefits of paying it forward, rather than the financial ones. Sure, there may be income, gift and ... In addition to offering resources to make planned giving a simple process for interested supporters, it's a smart idea to simply ask. Nonprofits ... Asking For A Legacy Gift: 10 Practical Steps To Get Started · 1. Research and identify potential donors · 2. Cultivate relationships · 3. Educate yourself · 4. “Would you join me as a member of our Legacy. Society by making a planned gift?” Sargeant, A. & Shang, J. (2010). Fundraising principles and.