Planned giving one-pager

Consider creating a very simple one-pager to illustrate to donors that it can be easy to make a planned gift, even alongside regular annual giving and periodic campaign giving.

Sample One-Pager Language

[ABC Charity] has been serving the people of our community for [ ] years. The needs in our community–and specifically the needs [ABC Charity] addresses on a daily basis–continue to grow. As stewards of our mission, our staff and board of directors are committed to ensuring that our organization can continue to serve our community right now and for years to come. 

We appreciate your support! We are grateful for so many donors who give cash or stock every year or have supported our capital and growth campaigns.

As we look ahead to growing our mission and serving even more people in our community, we are inviting dedicated donors like you to consider including [ABC Charity] in your long-term charitable giving plans. Whether through a complex gift in the next year or so,, or whether through a legacy gift in your estate plan, you can support [ABC Charity] through a “planned gift,” knowing that your gift to [ABC Charity] will help fund our operations and important programs. 

A planned gift can take many forms, including:

  • A gift of real estate or private stock

  • A gift in your will or trust

  • A charitable remainder trust

  • A beneficiary designation of your life insurance policy, IRA, or other retirement plan

We welcome the opportunity to work with you to support [ABC Charity] for years to come. We are so grateful for your loyalty to [ABC Charity]‘s mission.

Embolden