SAMPLE LANGUAGE TEMPLATE

(To be used on NPO’s website or other publications)

You do not need to be wealthy to leave a legacy. Make your core values known by making a planned gift. Members of our legacy society are generous and forward-thinking donors who will support our long-term success and be long remembered.

In addition to supporting our work through your generous cash donations, here are other ways you can contribute to the sustainability of (INSERT ORG MISSION) in the long term. Many of these options are a win-win for the donor and the organization. We encourage you to consult with your financial advisor to discuss the tax implications of these options.

Bequests

One of the easiest ways to help involves simply naming (INSERT ORG NAME) as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of your estate. Estate tax savings may be significant.

Life Insurance Policy and Retirement Assets

Often overlooked by donors, naming (INSERT ORG NAME) as a partial or full beneficiary of these assets can provide support for the organization.

Life Income Gifts

Life income gifts allow you to leave a gift in the care of (INSERT ORG NAME), while receiving income during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.

Complex Gifts

If you are a business owner, own real property or have any other type of complex asset, giving options exist that can both help (INSERT ORG NAME) and benefit your family financially.

Legacy society members are revered members of our family. They are also honored with (CUSTOMIZE FOR YOUR ORGANIZATION):

Recognition on our website

Tributes in publications such as (XYZ)

An annual (INSERT SOCIETY NAME) luncheon

Contact XXXXXXXX to discuss joining in the (INSERT NAME OF Legacy Society). Telephone # and Email.