The following documents are available for your use (by attribution
in public settings please). You may borrow language from sample letters
and forms for your organization.
Turning Myths Into Gifts: 10 simple “do’s” and “don’ts” for a powerfully effective legacy giving program (this is the full version). A shorter and shortest version and a PowerPoint slide show as pdf are also available; an epub is upcoming.
Interview Questions for Potential Planned Giving Program
Bequest Inquiry Response Letter
Legacy Society Description Attachment
Bequest Language Attachment
Legacy Society Welcome Letter
Legacy Society Membership Form
Planned Giving Committee / Professional
Advisor Committee Job Descriptions