SAMPLE LEGACY SOCIETY INVITE LETTER – ALL AUDIENCES

(To be imprinted on NPO’s letterhead)

(DATE)

Mr./Mrs. (INSERT NAME)

(ADDRESS)

(CITY/STATE/ZIP)

Dear (INSERT NAME):

Because of your belief in our commitment to (INSERT SHORT MISSION HERE),

I want to personally invite you to become a member of (INSERT ORGANIZATION NAME)’s Legacy Society, (INSERT SOCIETY NAME IF THERE IS ONE). The society is composed of generous and forward-thinking donors who will support our long-term success through a planned gift.

It’s easy to do. And you don’t have to be a billionaire to do it. While cash contributions are always appreciated, there are other creative and flexible giving options that can benefit you and (INSERT ORGANIZATION NAME). Consider, for example, donating real estate, stocks, marketable securities, or other assets in return for a series of regular payments. Many planned giving options offer generous tax benefits as well.

Whether it is naming (INSERT ORGANIZATION NAME) as the beneficiary of a life insurance policy or other liquid or non-liquid assets, we encourage you to consult with your financial advisor to discuss the options.

The enclosed materials provide an overview of planned giving options. More information is also available on our website, (INSERT LINK). No matter what you choose to give, you will be honored through:

(EXAMPLE BENEFIT #1: Recognition on our website)

(EXAMPLE BENEFIT #2: Tributes in publications such as X, Y & Z)

(EXAMPLE BENEFIT #3: Invitation to an annual (INSERT SOCIETY NAME) luncheon)

You need not be wealthy to leave a legacy. Ensure the sustainability of our organization in a way that makes your core values known to others. Generations to come will benefit from your gift. Your support of our mission will be long remembered and serve as an inspiration to others.

Warm regards,

(NAME)

(EXECUTIVE DIRECTOR)