Crafting a Powerful Planned Giving Solicitation Letter Sample

[Your Organization's Letterhead]

[Date]

[Donor Name]

[Donor Address]

Dear [Donor Name],

For years, your support has been the bedrock of [Your Organization Name]'s mission to [briefly state mission]. We are writing to you today with a special invitation – an opportunity to consider how your incredible generosity can continue to make a difference for generations to come through planned giving.

Planned giving allows individuals to leave a lasting legacy by incorporating charitable gifts into their financial or estate plans. This can take many forms, such as including [Your Organization Name] in your will, designating us as a beneficiary of a life insurance policy, or establishing a charitable trust. These gifts, often made with assets that won't be needed during your lifetime, can provide significant support to the causes you care about most, often with tax advantages for your estate.

Imagine a future where [mention a specific, tangible impact of your work, e.g., "more children receive the education they deserve," or "our natural habitats are protected for future explorers"]. Your planned gift can help make that vision a reality. We understand that planning for the future is a deeply personal matter, and we want to assure you that any consideration you give is truly appreciated.

If you are interested in learning more about the many ways planned giving can align with your philanthropic goals, we've provided some resources on our website at [Your Website Link]. You can also contact [Name of Contact Person], our Planned Giving Officer, at [Phone Number] or [Email Address] to discuss your options in a confidential and no-obligation setting.

Thank you for being such a valued supporter of [Your Organization Name]. Your commitment today and for the future is invaluable.

Sincerely,

[Your Name]

[Your Title]

[Your Organization Name]

[Your Organization's Letterhead]

[Date]

[Donor Name]

[Donor Address]

Dear [Donor Name],

We are so grateful for your consistent support of [Your Organization Name]. Your commitment has directly contributed to [mention a specific achievement or ongoing program]. Today, we want to share a powerful way you can ensure this impact continues long after you're gone: by considering a bequest in your will.

A bequest is simply a gift made through your will. It's a simple yet profound way to leave a lasting legacy and support the mission of [Your Organization Name] without affecting your financial security during your lifetime. You can specify a dollar amount, a percentage of your estate, or even a particular asset. It's a flexible and straightforward method for making a significant future contribution.

By including [Your Organization Name] in your will, you empower us to continue [mention future goals or projects]. This could mean expanding our services, reaching more people in need, or furthering our research. We have a free brochure available that explains bequests in more detail. You can download it from [Link to Brochure] or request a copy by calling [Phone Number].

Thank you for considering this meaningful way to support our work. Your thoughtfulness will echo for years to come.

Warmly,

[Your Name]

[Your Title]

[Your Organization Name]

[Your Organization's Letterhead]

[Date]

[Donor Name]

[Donor Address]

Dear [Donor Name],

Your dedication to [Your Organization Name] means the world to us. Your past support has helped us achieve [mention a recent success]. Today, we're excited to introduce another impactful way you can support our future: through a gift of life insurance.

Did you know that a life insurance policy you no longer need can become a powerful tool for charitable giving? By naming [Your Organization Name] as the beneficiary of your policy, you can make a substantial gift at a minimal cost to your current finances. It’s a simple process that allows your compassion to extend far into the future.

Consider the impact: a life insurance gift could fund [mention a specific program or initiative that could be funded by a larger gift]. We have prepared a guide on how to make a life insurance gift, which you can find at [Link to Guide]. We also encourage you to speak with your financial advisor about the potential tax benefits of such a gift.

Thank you for considering this thoughtful approach to supporting [Your Organization Name].

Sincerely,

[Your Name]

[Your Title]

[Your Organization Name]

[Your Organization's Letterhead]

[Date]

[Donor Name]

[Donor Address]

Dear [Donor Name],

We are writing to express our deepest gratitude for your recent generous gift to [Your Organization Name]. Your support is instrumental in our ability to [reiterate mission and impact]. As we continue to grow and expand our reach, we wanted to share another opportunity to deepen your commitment.

You are already a vital part of our community, and we are so thankful for that. Have you ever considered how your generosity could continue to shape our future? Planned giving offers a way to leave a lasting legacy, ensuring that the work we do together can continue to thrive for years to come. This could involve making a future gift through your estate or other planned contributions.

Your existing support has already made a significant difference, and by considering a planned gift, you can amplify that impact even further. We would be delighted to speak with you privately about how a planned gift can align with your philanthropic goals. Please feel free to reach out to [Name of Contact Person] at [Phone Number] or [Email Address] at your convenience.

Thank you once again for your incredible support. We are truly inspired by your dedication.

With sincere appreciation,

[Your Name]

[Your Title]

[Your Organization Name]

[Your Organization's Letterhead]

[Date]

[Donor Name]

[Donor Address]

Dear [Donor Name],

Your ongoing support for [Your Organization Name] is truly appreciated. Your contributions help us to [mention a current project or impact]. Today, we'd like to introduce you to a way to support our mission while also receiving a steady income stream: a charitable gift annuity.

A charitable gift annuity is a contract between you and [Your Organization Name]. You make a gift of cash or securities, and in return, we provide you with a fixed payment for life. This payment is guaranteed, regardless of market fluctuations, offering you financial security. It's a wonderful way to invest in our future while benefiting from dependable income.

The benefits of a gift annuity are significant. You can receive:

• Immediate tax benefits.
• Guaranteed income for life.
• The satisfaction of supporting [Your Organization Name].

We have a helpful calculator on our website at [Link to Calculator] that can give you an idea of potential annuity rates. For more personalized information or to discuss options, please contact [Name of Contact Person] at [Phone Number] or [Email Address].

Thank you for considering this mutually beneficial way to support our cause.

Sincerely,

[Your Name]

[Your Title]

[Your Organization Name]

[Your Organization's Letterhead]

[Date]

[Donor Name]

[Donor Address]

Dear [Donor Name],

Thank you for your consistent and generous support of our annual fund at [Your Organization Name]. Your contributions are the lifeblood of our daily operations, enabling us to [mention a specific ongoing activity]. We're writing to you today because of your demonstrated commitment and to introduce you to an even more profound way to impact our future.

Many of our most dedicated supporters find that planned giving offers a perfect way to extend their philanthropic vision. It's about thinking about the long-term impact you can have. By considering a gift through your estate, a trust, or other planned giving vehicles, you can help ensure that [Your Organization Name] continues its vital work for generations to come.

We've put together some easy-to-understand materials on planned giving, which you can access here: [Link to Resources]. These resources explain how a planned gift can align with your personal financial planning and leave a meaningful legacy. If you'd like to explore this further, please don't hesitate to reach out to [Name of Contact Person] at [Phone Number] or [Email Address] for a confidential conversation.

We deeply value your partnership and thank you for considering a future gift to [Your Organization Name].

With gratitude,

[Your Name]

[Your Title]

[Your Organization Name]

[Your Organization's Letterhead]

[Date]

[Donor Name]

[Donor Address]

Dear [Donor Name],

Thank you so much for your recent generous gift to [Your Organization Name]. Your support has a direct and positive impact on [mention a specific outcome or beneficiaries]. We are incredibly grateful for your kindness and belief in our mission.

As we reflect on the incredible impact that donors like you make possible today, we also look toward the future. We are writing to share an opportunity to make an even more enduring difference. Planned giving allows you to leave a legacy that will continue to support [Your Organization Name]'s work long after you're gone, ensuring that the positive changes we create can persist and grow.

Think about the impact your current support has. A planned gift can amplify that by helping to fund [mention a long-term project or goal]. We have created a guide that explains the different ways you can plan for such a gift, and you can find it here: [Link to Guide]. If you have any questions or would like to explore this further, please feel free to contact [Name of Contact Person] at [Phone Number] or [Email Address].

Thank you again for your wonderful support. We are so fortunate to have you as part of our community.

Sincerely,

[Your Name]

[Your Title]

[Your Organization Name]