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…
- A bequest to us:
- Residual Bequest Language
- Specific Bequest Language
- Contingent Bequest Language
- Retirement Plan Beneficiary Language
- Note about customized language