A “Sample Letter To Ask Donors For A Legacy Gift” is a pre-written template. It helps charities request future donations from their supporters. Nonprofits use it when contacting loyal donors. They hope to encourage them to include the charity in their will or estate plans.
Want to ask for a legacy gift? But unsure how to put it into words? We’ve got you covered!
This article provides ready-to-use sample letters. These samples will make it easy to ask for legacy gifts. Just tweak them to fit your needs. Let’s get started!
Sample Letter To Ask Donors For A Legacy Gift
[Your Organization’s Letterhead]
[Date]
[Donor Name]
[Donor Address]
Dear [Donor Name],
We are writing to you today with a special request, one that can create a lasting impact for generations to come.
You have been a loyal supporter of [Organization Name] for many years, and we are deeply grateful for your generosity. Your contributions have helped us to [mention specific achievements].
As you consider your long-term financial and estate plans, we invite you to think about the possibility of including [Organization Name] in your will or trust. A legacy gift, no matter the size, can ensure that our vital work continues far into the future.
Legacy gifts can take many forms, such as a bequest in your will, a charitable gift annuity, or a beneficiary designation on a retirement account or life insurance policy.
We understand that planning for the future is a personal matter. We would be honored to provide you with more information about legacy giving options and how they can benefit both you and [Organization Name]. Please feel free to contact [Name of Contact Person] at [Phone Number] or [Email Address] to discuss this further.
Thank you for considering this important opportunity to leave a lasting legacy.
Sincerely,
[Your Name]
[Your Title]
[Organization Name]
How to Write Letter To Ask Donors For A Legacy Gift
Subject Line: Crafting an Intriguing Opener
- Keep it concise and compelling. Evoke curiosity without revealing everything.
- Consider phrases like: “Leaving a Legacy of Hope,” or “Shaping the Future for Generations.”
- Personalization, where possible, enhances engagement.
Salutation: A Warm Welcome
- Address the donor by name. Avoid generic greetings.
- If you know them well, use “Dear [First Name].” Otherwise, opt for “Dear Mr./Ms./Dr. [Last Name].”
- Acknowledge their past generosity.
Introduction: Setting the Stage
- Express gratitude for their longstanding support. Highlight the impact of their previous contributions.
- Transition smoothly into the concept of legacy giving. Explain what it means and why it’s important.
- Emphasize that a legacy gift allows them to perpetuate their values and passions beyond their lifetime.
Body Paragraph 1: Painting a Vision
- Describe the future impact of their legacy gift. Be specific and evocative.
- Illustrate how their contribution will address key challenges and create lasting change.
- Use storytelling to connect emotionally. Share a poignant anecdote about someone who has benefitted from your organization’s work.
Body Paragraph 2: Addressing Practicalities
- Briefly explain the different ways to make a legacy gift (bequest, charitable remainder trust, etc.).
- Offer to provide more detailed information or connect them with a knowledgeable staff member.
- Reassure them that their privacy and wishes will be respected.
Call to Action: Inviting Engagement
- Make it easy for them to respond. Provide clear instructions on how to learn more.
- Suggest scheduling a confidential conversation or requesting a brochure.
- Avoid high-pressure tactics. Focus on empowering them to make an informed decision.
Closing: Expressing Sincere Appreciation
- Reiterate your gratitude for their consideration.
- End with a warm and personal closing, such as “With heartfelt thanks” or “Sincerely.”
- Include your name and title, as well as contact information.
Frequently Asked Questions About Legacy Gifts
Legacy giving, also known as planned giving, allows donors to support your organization through their estate plans. This FAQ addresses common inquiries regarding sample letters for soliciting such gifts.
What is a legacy gift?
A legacy gift is a donation made through a donor’s will, trust, or other estate planning arrangement. It can include bequests, stocks, real estate, or other assets.
Why should I send a letter specifically requesting legacy gifts?
A targeted letter raises awareness about legacy giving options and encourages donors to consider including your organization in their estate plans. It can significantly increase future revenue.
What information should be included in a sample legacy gift request letter?
The letter should express gratitude for past support, explain the impact of legacy gifts, provide clear instructions on how to make a legacy gift, and include contact information for further assistance.
Is it appropriate to ask for a specific amount in a legacy gift request letter?
Generally, it’s best to avoid suggesting a specific amount. Instead, focus on the various ways donors can leave a legacy and the lasting impact of their contribution.
How often should I send legacy gift request letters?
Consider including information about legacy giving in your regular communications and sending a dedicated legacy gift appeal letter annually or bi-annually to maintain awareness.