How to Make a Bequest to [Organization Name]

You’ve worked hard to get your prospects interested in making a bequest to your organization.  They’ve gotten the music, but now they need the words — the actual language they can follow to make a bequest to you.  Here it is.

It’s everything you’ll need: explanations and suggested language for specific, residual and contingent charitable bequests, plus clear instructions on how to designate your organization as the beneficiary of a retirement plan, plus a final paragraph asking the prospect whether they need customized gift language.

This is one of the most practical, useful items offered by PlannedGiving.Com.

How the copy is structured:

• How to Make a Bequest to {Your Organization}
  • A bequest to us:
    • Is easy and inexpensive…
    • Will not affect your assets or cash flow…
    • Can be amended or revoked…
• Residual Bequest Language
• Specific Bequest Language
• Contingent Bequest Language
• Retirement Plan Beneficiary Language
• Note about customized language