Planned-Giving / Legacy Society Insert (Playbill & Program Ready)
A short, elegant bequest and planned-giving insert designed to drop into a playbill, program, renewal, or appeal — carrying careful, compliant, non-advisory language.
Draft: pending review
This starter document is signed off by Planned-giving counsel (charitable estate/CGA compliance) + CFRE/CAP before it ships. The guardrails below define that review.
What’s inside
- Legacy society introduction and 'sustain the art you love' framing
- Simple bequest, beneficiary-designation, and appreciated-securities options in plain language
- Suggested bequest language and the organization's legal name/EIN
- Non-binding 'let us know you've included us' intention/reply form
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Include clear disclaimers that the organization does not provide tax/legal/financial advice — avoid unauthorized practice of law
- State charitable-gift-annuity rules may require disclosures/registration if life-income vehicles are offered (stay to bequests unless registered)
- Bequest intentions are typically revocable and non-binding; do not book or count them as pledges
- Provide accurate legal name/EIN so estate documents are valid, and honor any restrictions via the gift-acceptance policy
Held for professional review.
The native PDF and full working text ship only after sign-off by Planned-giving counsel (charitable estate/CGA compliance) + CFRE/CAP on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.