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

Help our sector gain insight by taking part in our Success Metrics study via a survey.

5% Legacy Solution

"Although we have just begun using the legacy survey, it is yielding brilliant results in more ways than one … legacy leads, legacy commitments, and especially the lovely and heart-warming stories about the care our donors or their family received at our hospital."

- Cass Cozens, Manager of Major & Planned Giving, St. Paul’s Hospital Foundation, Saskatoon

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