Sample Bequest Article
printable
version
Step 1. Choose a title or make up your own:
Bequests: Investments in the Future
Creating Your Legacy
Setting the Example for Future Generations
A Simple Way to Give
Step 2. Insert your own names where indicated.
Step 3. Add photos – people love pictures.
Step 4. Use this article over and over and make it new every time,
sometimes it’s a sidebar, sometimes use excerpts, etc. Quote
different people.
(Charity Name) is well served by friends who include provisions for
the charitable organization in their wills and estate plans.
“At (Charity Name), we feel that a bequest is a profound act of love
and confidence in our institution,” explains (CEO or Board Chair
Name, Title). “In the same spirit of compassion that is the hallmark
of service at (Charity Name), we steward bequests toward the goal of
excellence in (Mission description).”
By naming (Charity Name) as the beneficiary for a bequest, a donor
is assured that their gift will help provide the most advanced
medical services possible to thousands in this region.
A bequest is one of the simplest ways to make an investment in
(Charity’s Name) future and it costs the donor nothing now. It may
even offer estate tax advantages when carefully prepared by an
attorney.
Anyone who lets us know that they have named (Charity Name) as
beneficiary of their will or estate plan is automatically included
in the (Name of Legacy Society). The Society is our way of thanking
benefactors now, during their lifetimes, for their investment in the
future of (Charity Name), says (Executive or Board Chair, Title).
If you would like more information about including (Charity Name) in
your will or estate plan, please call (contact person and phone) or
email us at (email address).
*************************************************************
Ways
to Join (Name of Legacy Society)
- Include a provision in your will or estate plan
- Name (Charity Name) as owner or beneficiary of a life insurance
policy or beneficiary of an IRA or other type of retirement plan
- Charitable gift annuity
- Charitable remainder or lead trust
____ I have already included (Charity Name) in my will or estate
plan.
____ I would like someone to contact me about joining the (Name of
Legacy Society).
copyright©
Jean Craig Long