Sample Website Announcement Letter

1288 Valley Forge Road, Suite 82, Phoenixville, PA 19460 | 800-873-9203 |

[1]File Name: 2000.doc

TopicPromoting Your Website
Planned Giving Overview

Marketing UseMarketing Essentials

Suggested FormatSolicitation Letter

No. of Words290

Suggested HeadlineDiscover the Benefits of Giving Wisely

Instead of waiting for your prospects to discover your new planned giving website by accident, use this opportunity to contact them and remind them of the ways you are able to accomplish your mission through their support. We’ve created a personalized letter you can usejust for this purpose.

The letter provides “teasers” about different types of planned gifts by highlighting the benefits for your donors.

NOTE: Same copy in newsletter/column format is available. See newsletter “Promoting Your Website.” Do not download both documents since the copy is essentially the same.

How the letter is organized:

Introductory paragraph (personalize with information about your organization)
Bulleted items highlighting several benefits of gift planning (Did you know…?)
Call to action

(COPY: 270 WORDS)

[Personalized Address & Salutation]

Dear Jane:

(We suggest customizing this opening paragraph, with references to your organization)

Thank you for your ongoing commitment to support our mission. However, in addition to helping us, we want your gift to reward you, as well. That’s why we’vemade it easy to learn about the gift planningtools you can use to wisely plan a gift that returns benefits to you. You can learn more by visiting:{URL}

Gift planning tools give you the opportunity to provide significant support for our mission far beyond what would be possible with a check. Beyond that, these types of charitable giving tools can provide benefits to you and your loved ones. For instance:

You can make a gift using appreciated securities and realize larger tax savings than if you had used cash.
You can make a gift that costs you nothing during your lifetime and lasts forever.
You can make a gift that pays youincome for life.
You can preserve your estate for your children and at the same time deliver years of income to help us [fill in your MISSION].
You can donate your house, take a tax deduction, and continue to live in it rent-free.
You can turn surplus life insurance coverage into a gift.

As you can probably tell, I’m pretty excited about these giving tools and the possibilities they open up. I think when you learn more about them, you will be excited, too. I’d be glad to answer any questions you have and help guide you through the process. Please call me at [555-555-555].

Sincerely,

Fundraiser

Always include this disclaimer or an abbreviation of it where possible:

This publication is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice, and this publication should not be looked to or relied upon as a source for such advice. Consult with your own legal and financial advisors before making any gift.

Important. Please Read:

This material is copyrighted

Please respect our work by not transferring, loaning, or reselling our materials. That promotes plagiarism, and it’s also a violation of copyright law.

Purchaser agrees to place a copyright notice on this material before distributing it (either use our name or your organization’s name) unless the material is used as a solicitation letter.

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