This informative letter to bequest prospects motivates them out of their estate-planning inertia by explaining in concrete ways why a will is so important – not just for your organization, but also for your prospects and their families.
This letter also serves as another cultivation opportunity by thanking your prospect for caring about your organization. It includes sample language for a simple charitable bequest. And it asks the prospect please to let you know if they have already included your nonprofit in their estate plans, so you can recognize their generosity and thank them.
This letter provides an excellent follow-up to the copy on bequest basics in our Marketing Essentials section.
NOTE: The language in this document has been derived from Product 1006 (bequest newsletter / article / column content). If you plan to purchase both, you should be aware that the copy is similar.
Here is how the letter is structured:
- Establishing and maintaining control over your legacy
- Listing of issues that a will can address
- Sample bequest language