Case For Support Booklets

The legacy booklet is your most comprehensive legacy sales vehicle. It’s an 8-page or 12-page (8.5 x 11”) full-colour document that makes your case in full for legacy giving. It is sent or given to people who ask for legacy giving information and those that have already made a legacy gift commitment. It’s also sent to key estate lawyers and investment advisors.

Why send the legacy booklet to people who have already made a legacy commitment? Because these people need to be shown how their gift will make a difference and how important it is to your organization. An effective legacy booklet will increase the likelihood that a legacy gift commitment is fulfilled. It may also encourage legacy donors to upgrade (increase) their gift.

Success Metrics

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5% Legacy Solution

"Giving Canadian donors an opportunity to leave their legacy gift will raise millions to make the world a better place. More than anyone, Simon and The S.T. Legacy Group approach this opportunity with passion and creativity."

- David Love, CFRE, Legacy Giving Consultant

See how the 5% Legacy Solution can work for your organization.