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Free Handouts

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.


Survey 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 Attachment


Planned Giving Committee / Professional Advisor Committee Job Descriptions


Brochure Sample




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