Begin the Year with the Right Steps!

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If you don't constantly remind your audience about ways to give wisely, you can watch your gifts go elsewhere. So start the New Year right with two simple, yet crucial, informative solicitation letters — and we'll throw in a complimentary copy of our Ultimate Planned Giving Pocket Guide as a New Year's gift that will keep on giving!

Start your New Year right with two simple, yet crucial, informative solicitation letters to remind your prospects about ways to give wisely:

First, our elegantly-written, easy-to-understand attention-grabbing letter designed to gently introduce (or re-introduce) the concept of "giving wisely" (i.e., planned giving) to your prospects. Products #2000 and #2006 (together, an $140 value) are provided to cover you whether you have a planned giving website or not.

Second, our informative letter titled "Is It Your Will or Someone Else's?" (Product #2002, a $160.00 value) encouraging prospects to focus on their estate-planning by explaining concrete reasons why a will is so important — not just for your organization, but also for them and their families. The letter also serves as another cultivation opportunity by thanking the prospect for caring about your organization. Includes sample language for a simple charitable bequest. Also asks prospect to kindly let you know if a gift has already been completed, so you can thank them.

And finally, you will also receive a complimentary copy of our famous The Ultimate Quick Reference Planned Giving Pocket Guide, valued at $29.95. This handy little booklet is not another "ways-of-giving" brochure — it explains the "why's of giving" and helps you better understand the ups and downs of different giving options for both you and your prospects. A great tool that can be just the thing to brush up your skills! Also makes a nice gift for volunteers and board members.

SKU: 2007

Availability: In stock



Primary Topic

  • Ways of Giving Wisely, Importance of Writing a Will, Planned Giving Overview

Suggested Format

  • Solicitation Letter

No. of Words

  • 290 / 430

Suggested Headlines

  • Discover Ways of Giving Wisely
  • Is it Your Will or Someone Else’s?