Discover the Benefits of Giving Wisely

Have a planned giving website? This copy will help you announce it.

Don’t have a planned giving website? We include an alternate version for promoting your program in general.

These materials are short, to the point, and make a quick, powerful impact by giving readers a preview of your resources. (NOTE: Same copy in solicitation letter format is available as Product 2000 and 2006, “Promoting Your Planned Giving Program [Without a Website].” Do not download both these documents because the copy is essentially the same.)

Customize the appropriate [HIGHLIGHTED AREAS] with the name of your organization and your mission. Wording in other [highlighted areas] may need to be changed to reflect specifics about your organization.

How the copy is structured:

1st Version (Website):

• Opening paragraph expressing appreciation for your donors’ support.
• Paragraph announcing website.
• Bulleted “teasers” about types of planned gifts.

2nd Version (No-Website)

• Paragraph expressing appreciation for your donors’ support.
• Paragraph letting prospects and donors know to look for future information about planned gifts in your organization’s publications.
• Bulleted “teasers” about types of planned gifts.