Sample Ways to Give
Sample ways to make a legacy gift and a template of basic information for donors. Please note this is not provided as financial or legal advice and organizations will want to review preferred options with your board and finance team (or equivalent) to ensure your organization is equipped and willing to accept different types of legacy gifts.
Sample Gift Confirmation Form
Sample commitment form for a donor when they have finalized their legacy gift through a will, completion of beneficiary forms, etc.
Sample Legacy Confirmation Letter
Sample letter for acknowledging a donor’s commitment of a legacy gift.
Sample Letter of Intent Form
Sample form for a donor to complete to state their intent to leave a legacy gift. This can be customized for your organization’s needs, and you may choose to create an online version for donors to complete through your website.
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