[Nonprofit Name] Legacy Giving Guide
Thank you for considering a gift that will support our mission for years to come. Including [Nonprofit Name] in your estate plan is a meaningful way to ensure that [mention one key goal, e.g., “every child has a book”] long into the future.
Information for Your Attorney
To include us in your will or trust, your legal advisor will need the following details:
- Legal Name: [Your Nonprofit’s Full Registered Name]
- Federal Tax ID (EIN): [XX-XXXXXXX]
- Mailing Address: [Full Office Address]
Recommended Bequest Language
You can share these samples with your attorney to help them draft your wishes:
- For a Specific Amount: “I give, devise, and bequeath the sum of $_______ to [Legal Name], [EIN], located at [Address], for its general charitable purposes.”
- For a Percentage of the Estate: “I give, devise, and bequeath ____% of my total estate to [Legal Name], [EIN], located at [Address], for its general charitable purposes.”
- For the Residue of the Estate: “I give, devise, and bequeath all (or ____%) of the rest, residue, and remainder of my estate to [Legal Name], [EIN], located at [Address].”
Let Us Say Thank You
If you have already included [Nonprofit Name] in your plans, please let us know! We would love the opportunity to thank you personally and ensure your gift is recognized according to your wishes.
Contact Us: [Name/Title] | [Email Address] | [Phone Number]
Tips for Implementation:
- The “General Purpose” Clause: I used “general charitable purposes” in the samples. This is usually best for the nonprofit, as it allows your board to use the funds for your highest-priority needs at the time the gift arrives.
- Visuals: Feel free to add your logo and perhaps a photo of the community or cause you serve to make it feel more personal.