SAMPLE PLANNED GIFT CONFIRMATION LETTER (THANK YOU)

(To be imprinted on NPO’s letterhead)

(DATE)

Mr./Mrs. (INSERT NAME)

(ADDRESS)

(CITY/STATE/ZIP)

Dear (INSERT NAME):

Thank you for your ongoing support of (INSERT ORGANIZATION NAME). Your generous promise of a planned gift helps ensure the long-term sustainability of our mission to (INSERT SHORT MISSION).

In addition, I welcome you as a member of our legacy society, (INSERT SOCIETY NAME IF THERE IS ONE). The legacy society is composed of forward-thinking donors like you who have opted to make their core values known to future generations through one of the many different types of planned gifts.

To show our ongoing appreciation, we will honor you and the other members of the legacy society throughout the year with (CUSTOMIZE FOR YOUR ORGANIZATION):

(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)

Thank you again for your support of our mission now and in the future. Your generosity and philanthropic legacy will long be remembered.

Warm regards,

(NAME)

(EXECUTIVE DIRECTOR)