Thank You Letter For A Legacy Without Documentation

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[On Legacy Society Letterhead]
THANK YOU LETTER FOR A LEGACY WITHOUT DOCUMENTATION
(Mail to Legacy Donor following initial commitment)
Mr. John Doe
100 Elm Street
Anywhere, State
Dear John:
Thank you very much for letting us know about your intention to leave a bequest
to
_____________________ [name of organization]
in your estate plan. We are very
grateful to you for your generosity.
_____________________ [name of
organization]’s future depends upon the
continued generosity of friends such as you. Bequest gifts are one of our most important
sources of future planning; they help us predict our future and strengthen our many
exciting programs. Your legacy will endow and perpetuate the standards of excellence
that our community has come to expect from the
_____________________ [name of
organization]
and those in the community we serve.
(DO NOT INCLUDE THIS PARAGRAPH IF DONOR WISHES TO BE
ANONYMOUS)
The Jewish Community Foundation of San Diego assists San Diego’s
Jewish organizations with endowment building to help ensure our community’s future.
We will be sharing your intent with the Foundation so that you may be included in
community recognition of legacy donors.
Again, many thanks for caring about our future in such a generous and thoughtful
way and welcome to our legacy society,
_________________ [name of organization’s
legacy
society], where you will be listed as
______________________ [indicate name(s)
in
Bold].
(TAKE OUT IF THEY WISH TO REMAIN ANONYMOUS)
If you wish to be
listed differently, please advise us.
OR: (IF ANONYMOUS)
As you indicated, your
intention will remain anonymous, as confidentiality is important to us.
Best wishes, and please let us know if there is anything we can do for you now or
any time in the future.
Sincerely,
___________________________
President
ELI2
 

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