Legacy Giving Introduction Message
Raise gifts in wills sensitively.
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Write a gentle introduction to legacy giving. Organisation and how gifts in wills would be used: [ORGANISATION_USE]. Audience (long-standing supporters): [AUDIENCE]. What we can offer (information, a conversation): [OFFER]. Draft a newsletter article of 250 words, a short letter of 150 words, and a response form. Use warm, respectful language without pressure, avoid assumptions about age or circumstances, and make it easy to say no. Emphasise that people should seek independent legal advice and consider family. Do not give legal or tax advice; mark all statements about wills, taxes and charitable gifts as items to verify with a solicitor [VERIFY] for [JURISDICTION]. Provide guidelines for staff handling enquiries with sensitivity. Also add a short FAQ for supporters written in plain language, such as what a gift in a will means, with the instruction to seek independent legal advice. Stay with plain-language explanation and drafting help. Anything about rights, remedies or deadlines must be marked [VERIFY] for [JURISDICTION] and confirmed by a qualified person before I act on it.
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