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A Template for a Planned-Gift Letter of Intent

By  Eden Stiffman
February 26, 2015

Charities often ask donors who have made a revocable estate gift to complete a form to provide more information about the type of gift, its amount, and how they would like to be acknowledged.

While donors are not required to sign these documents, the information may be useful for the charity’s budgeting and planning.

This template from the Partnership for Philanthropic Planning will give you a sense of what type of information to request. It should be adapted to include only the types of gifts your organization accepts.

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Charities often ask donors who have made a revocable estate gift to complete a form to provide more information about the type of gift, its amount, and how they would like to be acknowledged.

While donors are not required to sign these documents, the information may be useful for the charity’s budgeting and planning.

This template from the Partnership for Philanthropic Planning will give you a sense of what type of information to request. It should be adapted to include only the types of gifts your organization accepts.

Find out more about the Partnership for Philanthropic Planning and its resources at pppnet.org.

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  • A Template for a Planned-Gift Letter of Intent
Read other items in this Getting Started With Planned Gifts package.
We welcome your thoughts and questions about this article. Please email the editors or submit a letter for publication.
Fundraising from IndividualsMajor-Gift FundraisingAdvocacy
Eden Stiffman
Eden Stiffman is a Chronicle senior writer.
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