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About this Donor Legacy Giving Guide one pager template
A legacy giving guide for donors thinking about a gift in their will. It explains in plain words what a legacy gift is, sets out the four common ways to leave one with what each means for the donor's family and taxes, gives the exact wording to hand a lawyer, shows what past legacy gifts have done for the charity, invites the donor into the legacy society, and names the one person to call for a private conversation. Every word, colour and number is editable.
Donor Legacy Giving Guide One-Pager Template
A legacy giving guide for donors thinking about a gift in their will. It explains in plain words what a legacy gift is, sets out the four common ways to leave one with what each means for the donor's family and taxes, gives the exact wording to hand a lawyer, shows what past legacy gifts have done for the charity, invites the donor into the legacy society, and names the one person to call for a private conversation.
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What’s on it
- Summary cardsFour Ways to Leave a Gift
- The one thing to act onWording for Your Lawyer
- MilestonesWhat Past Gifts Did
- Short summaryThe 1923 Society
- ProfileTalk It Through, in Confidence
Edit every word, chart and color
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