Planned Giving Solicitation Letters

Introduction to Planned Giving

This is an elegantly written, easy-to-understand letter designed to gently introduce (or re-introduce) the concept of "giving wisely" (i.e., planned giving) to your prospects. It also...

Promoting Your Gift Planning Program

Do you have a gift planning program, but haven’t gotten your gift planning website up and running yet? Not to worry, you still can and should promote gift planning to your prospects with direct...

Is It Your Will — Or Someone Else's?

An informative letter to bequest prospects to get them out of their estate-planning inertia by letting them know in concrete ways why a will is so important — not just for your...

Begin the Year with the Right Steps!

If you don't constantly remind your audience on "ways to give wisely," you can watch your gifts go elsewhere.

Start the New Year right with two simple, yet crucial "informative...

Charitable Gift Annuities

After your initial charitable gift annuity marketing, it’s wise to target subsequent marketing to the concerns of particular segments of your donors. This letter addresses the anxieties of...

Charitable Planning for Entrepreneurs (Gifts of Closely Held Stock)

If your constituency includes wealthy prospects who own small companies or run family businesses, this focused letter presents a concise overview of the benefits of giving closely held stock....

For The Duration (CGAs)

If you think your donors don’t really understand that gift annuity payments last for the duration then they need to read this! Receiving regular, annual payments from gift annuities is what brings...

Income For the Rainy Day of Your Choice (Gift Annuities)

The flexible gift annuity offers fixed payments to your donors for life, but many of your best prospects have never heard of this version of the ever-popular gift annuity. A charitable gift...

It's All in the Family (Endowments)

Let’s talk about families and philanthropy. As adults, we strive to instill good values in our children, and for many of us, philanthropy is one of those values. Establishing an endowment that...

Lead Trusts Work Better Than Ever!

A timely, targeted mailing to your wealthiest prospects, entrepreneurs and family business owners. Tells them that lower interest rates mean lower estate and gift tax on the remainder of the...

No-Hassle Giving the No-Hassle Way

Over 95% of your prospects' wealth is in non-cash assets, so why join 85% of fundraisers who exhaust their efforts on the 5% hard-to-get cash?

What, primarily, should you ask your donors...

One Birthday – Two Gifts (CGAs)

A donor only has one birthday, but there can be two gifts – one for them and one for your organization. Here’s a simple marketing strategy that you can implement right now. It is a letter to...

Roth IRA Conversion

This brief letter introduces your prospects and donors to the Roth IRA Conversion by explaining how it works. The letter closes with a request that your donors designate your organization as a...

There For You (CGAs)

The charitable gift annuity has been the most popular life-income gift for decades. It’s an easy gift that many donors can afford. In fact, many annuitants wonder how they afforded to pay their...

We Take Trade Ins (CGAs)

Why not ask your donors to consider trading in a bequest for a charitable gift annuity? In a very creative way, this document explains the many reasons why a charitable gift annuity makes sense...

Year-End Giving

Every year you want to find compelling reasons for your donors to make the year-end gifts that are so vital to your organization. Well, this year there are plenty of such reasons. Now is the...