Gifts from Retirement Plans

Donor testimonials are very effective marketing tools.  But what if you haven’t been able to secure testimonials yet, or don’t have them for all the gift plans that you offer?

Here is a prepared testimonial on a gift from the remaining balance of donors’ retirement plans, ready to be put to work by you today.  It’s a sincere, thorough statement by a couple who were looking to make an estate gift to your organization, and how they learned that the tax benefits of using a retirement plan could help them reach their goal.

We suggest the following format for the testimonial: a thumbnail photo of the donors plus a quote about how much they like their gift as a “teaser” on your home page or other appropriate page; then “Read more…” linking readers to the main story.