Thank You Letter For Legacy With Documentation printable pdf download

Thank You Letter For Legacy With Documentation

[On Legacy Society Letterhead]

THANK YOU LETTER FOR LEGACY WITH DOCUMENTATION

(Mail to Legacy Donor following Receipt of any documentation)

Mr. John Doe

100 Elm Street

Anywhere, State

Dear John:

Thank you very much for documenting your future planned gift with us.

We appreciate the time you have taken to formalize your charitable legacy.

Jewish tradition teaches us that one of our key duties is to make the world

a better place for future generations. Your gift, which will be added to our

endowment fund

[if otherwise instructed, note restriction

here], will help keep

________________ [name of organization]

strong for generations to come.

You will be recognized in our legacy society,

_________________ [name

of organization’s legacy society]

______________________ [indicate name(s)

Bold]. 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.

(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.

On behalf of the

________________ [name of organization]

board, staff

and membership, thank you so much for your thoughtful planning and generosity.

Warm regards,

___________________________

President

ELI5

Thank You Letter For Legacy With Documentation