post conversation follow-up letter template

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Date Dear: Once again thank you for joining the (Name of Legacy Society)! Your support, together with our X other members and the countless leaders who will follow in your footsteps, will build a secure and vibrant future for (Name of Organization). To follow up on your Letter of Intent dated X, I would like to know if you have had a chance to execute your gift. This inquiry is simply due diligence to track our critically important legacy gifts. Please complete one of the statements below and return it to us by mail ot fax at your earliest convenience. Yes, I/we have executed my/our legacy gift as follows: Making a bequest in my/our Will or Trust Naming (Name of Organization)as Beneficiary ina Retirement Plan Naming (Name of Organization) as a Beneficiary of a Life Insurance Policy Investing in a Charitable Gift Annuity (CGA) with (Name of Organization) Naming (Name of Organization)as Beneficiary of a Charitable Remainder or Lead Trust Directing my/our Foundation to make annual gifts beyond my/our lifetime(s) Other: _____________________________________________________ Optional: The amount of my/our planned gift is: $_____________ or _____% of my/our estate. No, I/we have not yet executed my/our legacy gift I/we intend to do so by the following date:________________________ Please contact me to discuss options for executing my/our legacy gift. Thank you once again for your precious support of (Name of Organization)! Sincerely, Development Director P.S. Please mail or fax this letter to: Address or fax: ###

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Date Dear: Once again thank you for joining the (Name of Legacy Society)! Your support, together with our X other members and the countless leaders who will follow in your footsteps, will build a secure and vibrant future for (Name of Organization). To follow up on your Letter of Intent dated X, I would like to know if you have had a chance to execute your gift. This inquiry is simply due diligence to track our critically important legacy gifts. Please complete one of the statements below and return it to us by mail ot fax at your earliest convenience. Yes, I/we have executed my/our legacy gift as follows: Making a bequest in my/our Will or Trust Naming (Name of Organization)as Beneficiary ina Retirement Plan Naming (Name of Organization) as a Beneficiary of a Life Insurance Policy Investing in a Charitable Gift Annuity (CGA) with (Name of Organization) Naming (Name of Organization)as Beneficiary of a Charitable Remainder or Lead

Trust Directing my/our Foundation to make annual gifts beyond my/our lifetime(s) Other: _____________________________________________________

Optional: The amount of my/our planned gift is: $_____________ or _____% of my/our estate.

No, I/we have not yet executed my/our legacy gift I/we intend to do so by the following date:________________________ Please contact me to discuss options for executing my/our legacy gift.

Thank you once again for your precious support of (Name of Organization)! Sincerely, Development Director P.S. Please mail or fax this letter to: Address or fax: ###