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  • Sample Bequest Language Handout Template

Sample Bequest Language Handout Template

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$14.99
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📜 Sample Bequest Language – IRA rollovers, National Estate Planning Awareness Week Legacy Giving, Planned Giving 


Make planned giving straightforward and accessible with our Sample Bequest Language. For just $15.99, you'll receive clear and concise bequest language that donors can easily include in their wills, ensuring their legacy lives on through your organization.


What You'll Get:

• Professional Language: Expertly crafted bequest language that is legally sound and easy for donors to understand.

• Simple Instructions: Step-by-step guidance on how to incorporate the language into a will, making the process seamless for your supporters.

• Customizable: Flexibility to personalize the language to reflect your organization's specific needs and branding.


Why Choose This Product:

• Eliminate Guesswork: Provide your donors with straightforward, ready-to-use bequest language, removing any confusion or uncertainty.

• Increase Planned Gifts: Make it easy for donors to include your organization in their estate plans, boosting your planned giving program.

• Build Trust: Offer professionally written language that gives donors confidence in their decision to leave a legacy.


How It Works:

1. Download: Upon purchase, you'll receive a downloadable PDF with links to the handout template containing the sample bequest language and instructions for use.

2. Customize: Tailor the language to fit your organization's requirements and branding elements.

3. Share: Distribute the customized bequest language to your donors, simplifying the process of including your organization in their wills.


Perfect For:

• Nonprofits of All Sizes: Suitable for any organization looking to enhance their planned giving efforts with minimal effort.

• Fundraising Professionals: Streamline your planned giving process with clear, concise, and professional bequest language.

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Empower your donors to leave a lasting impact with ease. Order the Sample Bequest Language now for just $15.99 and make planned giving simple and effective.

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What Folks Are Saying

 Jessica has been a wonderful colleague and mentor over the years.  In the beginning of my annual giving career, I found her expertise, experience and willingness to help, invaluable.  Her advice and custom phonathon spreadsheets had a direct impact on our phonathon’s success and my ultimate promotion.  As I progress in my career, I continue to value her insight and professionalism." 

​- Ross Imbler, Director of Annual Giving, Lewis and Clark Law School
 Ross Imbler

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