August send out planned giving postcard september send out annual giving letter with planned giving twist october mail planned giving postcard legacy society event golf outing etc. This letter informs them that lower interest rates mean lower estate and gift tax on the remainder of the lead trust that will pass to heirs mdash.
November mail year end giving letter.
Planned giving solicitation letter sample. Start your new year right with two simple yet crucial informative solicitation letters to remind your prospects about ways to give wisely. Start your new year right with two simple yet crucial informative solicitation letters to remind your prospects about ways to give wisely. Instead of leaving it to chance encourage your prospects to contact you or visit your website to discover how they can make a bigger difference for your nonprofit and themselves than they may have thought possible.
Planned giving is news. Recommend gifts of secu rities instead of cash. This letter is also available at significant savings as part of a convenient and effective combination package product 2007.
Increases response rates and identifies your best planned giving prospects so you can be efficient with your limited time. A one page letter 323 words that introduces your loyal donors and supporters to the idea of making a lasting impact with a planned gift. Take pictures and post on your planned giving website.
The document has moved here. A timely targeted mailing to your wealthiest prospects entrepreneurs and family business owners. The purpose of solicitation letters may range from funding of schools or homes for the unfortunate people health and blood donation camps charity program sponsors to fundraising event management auctions campaigning for social activities etc.
The planned giving world is inundated with so much legalese and technical jargon a simple fundraising letter usually reads like a privacy statement sent out by a credit card company. So heirs will get more assets at the end of the trust term. Planned giving solicitation letters planned giving letter planned giving samples planned gift brochure planned giving program model planned giving invitation.
First our elegantly written easy to understand attention grabbing letter designed to gently introduce or re introduce the concept of giving wisely i e planned giving to your prospects products 2000 and 2006 together an 140 value are. Free reply form when you purchase any solicitation letter. First our elegantly written easy to understand attention grabbing letter designed to gently introduce or re introduce the concept of giving wisely i e planned giving to your prospects.
It s enough to send a corporate lawyer straight to sleep and those are the folks who write privacy statements.