Infographics, Downloads, and More

Intention Form (Simple)

Adobe InDesign required; one page

Intention Form

Adobe InDesign required; two pages

Intention Form (Bequest)

One page; MS Word

Thank You Letter (Arts)

General Thank You Letter. Microsoft Word.

Thank You Letter (Assisted Living)

With opening story, introduction to planned giving. Microsoft Word.

Thank You Letter (Christian Organization)

General Thank You Letter. Microsoft Word.

Thank You Letter (Conservative Think Tank)

General Thank You Letter. Microsoft Word.

Thank You Letter (Discovery)

Discover if someone is leaving a gift; show them simple ways to give. Microsoft Word.

Thank You Letter (Education)

General Thank You Letter. Microsoft Word.

Thank You Letter (Environmental)

General Thank You Letter. Microsoft Word.

Thank You Letter (Healthcare)

Simple “Thank You” letter with a brief introduction to planned giving. Microsoft Word.

Thank You Letter (Historical Society)

General Thank You Letter. Microsoft Word.

Thank You Letter (Liberal Think Tank)

General Thank You Letter. Microsoft Word.

Thank You Letter (Social Services)

general Thank You Letter. Microsoft Word.

Thank You Letter (Veterans Services)

General Thank You Letter. Microsoft Word.

IRA Solicitation Letter

Copy. Microsoft Word.