Example Mission Statements

Using a gift intent card or form, especially for legacy gifts, can help provide clarity from the donor about their wishes. Because the donor will not be alive to speak about their wishes when the gift is realized, an intent form can help ensure you honor them. It can help the organization plan its budget, and it helps maintain institutional knowledge. Here is a sample you can download and adapt for your own organization.

The letter below is an actual acknowledgment from a client that is story based. When you use a story in your appeal letter, you can match the acknowledgment letter to reflect that and reinforce that their gift transforms lives.

The Governing Board is a single body that only has authority as a whole. No individual member, regardless of position or title, has individual authority outside of the Governing Board meetings. After decisions are made, the Governing Board speaks as one body, not as individuals.

Using a gift intent card or form can help provide clarity from the donor about their wishes. It can help the organization plan their budget, and it helps maintain institutional knowledge. Here is a sample you can download and adapt for your own organization.

What would you do if someone gave your organization a submarine? If your first response to this question isn't, "Our Gift Policy Says..." then this roundtable will be essential for you. While the focus of this document is on Planned Giving, it also has huge implications for your annual fund and capital campaign giving. In addition, if someone wants to continue their annual gift into perpetuity after they die, do you have a vehicle for making that possible? Endowments often get a bad rap, but that is because they aren't managed using best practices. In this roundtable, we will also highlight why you need Endowment By-Laws and what should be included.