Sample letters to ask donors for a legacy gift are templates designed to help organizations request significant contributions from their supporters. These letters aim to inspire potential donors to consider making a lasting impact through planned giving. They emphasize the importance of legacy gifts and how they contribute to an organization’s mission.
In this article, we will share various templates and examples of letters you can use to reach out to donors. These samples will guide you in crafting a heartfelt and effective message. Our goal is to make it easier for you to communicate the importance of legacy gifts and encourage donors to support your cause.
Whether you are writing to current supporters or new prospects, these samples will help you create a personal touch. You will find different styles and approaches to suit various audiences. With these letters, you can confidently ask for gifts that will benefit your organization for years to come.
sample letters to ask donors for a legacy gift
[Your Organization’s Letterhead]
[Date]
[Donor’s Name]
[Donor’s Address]
[City, State, Zip Code]
Dear [Donor’s Name],
I hope this letter finds you well. I am reaching out to share an important opportunity that can make a lasting impact on our community.
As a valued supporter of [Your Organization’s Name], you understand the difference we make in the lives of those we serve. Your generosity has helped us achieve so much, and we are truly grateful.
Today, I want to invite you to consider leaving a legacy gift to our organization. A legacy gift is a way to ensure that your values and passions continue to thrive for generations to come. It can be a meaningful way to support our mission, even after you are no longer with us.
Your legacy gift can take many forms. It might be a bequest in your will, a charitable trust, or even a gift of real estate. Each option allows you to contribute to our work in a way that aligns with your financial goals.
Imagine the impact your gift could have. It could help us expand our programs, reach more people in need, or invest in new initiatives that align with our mission. Your contribution will create a lasting legacy that reflects your commitment to our cause.
If you are interested in learning more about legacy giving, please do not hesitate to reach out. I would be happy to discuss this with you in more detail and answer any questions you may have.
Thank you for considering this meaningful opportunity. Your support means the world to us and to those we serve.
Warm regards,
[Your Name]
How to Write Sample Letters to Ask Donors for a Legacy Gift
Understanding Legacy Gifts
Legacy gifts, also known as planned gifts, are donations made by individuals through their wills or estate plans. These gifts can be a significant source of funding for non-profit organizations. Understanding the profound impact of these contributions is crucial for crafting an effective request.
Identifying Your Audience
Before you pen your letter, it is essential to know who you are writing to. Tailoring your message to resonate with your audience can greatly enhance its effectiveness. Consider factors such as their past contributions, personal interests, and relationship with your organization.
Crafting a Compelling Opening
The opening of your letter should immediately engage the reader. Start with a heartfelt acknowledgment of their previous support. This not only shows gratitude but also reinforces the connection between the donor and your cause.
Highlighting the Impact of Legacy Gifts
In your correspondence, elucidate the transformative potential of legacy gifts. Share stories or examples showcasing how previous contributions have made a tangible difference. This illustrates the enduring impact their gift can have, motivating them to consider making a legacy commitment.
Making the Ask Clear
While it may seem daunting, directly requesting a legacy gift is essential. Clarify the type of support needed and outline how such a gift would be utilized. A transparent approach, devoid of ambiguity, empowers the donor to respond with confidence.
Providing Practical Guidance
Not all donors may be familiar with how to leave a legacy gift. Offering practical steps, such as contacting their financial advisor or including specific language in their will, can demystify the process. Including this information adds value to your request and demonstrates your commitment to assisting them.
Closing with Gratitude and Encouragement
End your letter with an expression of heartfelt appreciation, regardless of the recipient’s decision. Encourage them to reach out with any questions or for further information. A considerate closing leaves the door open for future engagement, fostering a lasting relationship with your organization.
FAQs about sample letters to ask donors for a legacy gift
What is a legacy gift?
A legacy gift, also known as a planned gift, is a donation that a donor plans to give after their lifetime, often through their estate or in their will. These gifts can significantly impact non-profit organizations by providing funds for future initiatives or ongoing support.
How should I address potential legacy donors in a letter?
When addressing potential legacy donors, it’s essential to be respectful and personal. Use their names and express appreciation for their past support, as well as your organization’s mission and values. This creates a connection and shows that their contributions are valued.
What key elements should be included in a legacy gift request letter?
A legacy gift request letter should include a clear explanation of the purpose of the gift, a personal story or testimony to demonstrate the impact of past donations, an explanation of different types of legacy gifts, and a specific call to action encouraging the donor to consider making a legacy gift.
How do I follow up after sending a legacy gift request letter?
After sending a legacy gift request letter, it’s important to follow up with the donor via a phone call or another letter. Thank them for their consideration, provide additional information if needed, and be open to any questions they may have about the legacy giving process.
Can I include tax benefits in the letter to encourage legacy gifts?
Yes, including information about potential tax benefits can be an effective way to encourage legacy gifts. Donors are often motivated by how their contributions can provide financial advantages for their estate or heirs. However, it’s essential to recommend that they consult with a tax advisor for personalized advice.
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