Legacy Introductory and Marketing Letter Template

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Dear Friends, A legacy contribution fulfills a concrete mitzvah and a spiritual aspiration. By making a planned gift to Synagogue X’s Endowment, you are ensuring the future of our synagogue and the values it inspires. Our synagogue is promoting planned giving along with 18 partner organizations, all of whom are part of the Community Legacy Project (CLP), a collaboration funded by the Jewish Community Federation and Endowment Fund. During these High Holydays, a time for reflection and introspection, we hope that you will truly consider how you wish to create your legacy. An endowment gift to your synagogue, which continues into perpetuity, will enable the generations who follow to live meaningful Jewish lives built upon sacred traditions. There are easy ways to give a gift to Synagogue X’s Endowment Fund. By contacting Joe Smith, our CLP Chair, your financial advisor, or the Jewish Community Federation and Endowment Fund, a simple plan can be designed that will provide the best advantages for you and your loved ones. If you have already included Synagogue X in your estate plans, we would appreciate your informing us so that we can acknowledge your generosity today. On behalf of the congregation, we look forward to speaking with you about your legacy goals. Best wishes for a sweet and healthy year! L’shana tova, Rabbi President CLP Chair

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L’shana tova, On behalf of the congregation, we look forward to speaking with you about your legacy goals. Best wishes for a sweet and healthy year! During these High Holydays, a time for reflection and introspection, we hope that you will truly consider how you wish to create your legacy. An endowment gift to your synagogue, which continues into perpetuity, will enable the generations who follow to live meaningful Jewish lives built upon sacred traditions.

Transcript of Legacy Introductory and Marketing Letter Template

Page 1: Legacy Introductory and Marketing Letter Template

Dear Friends, A legacy contribution fulfills a concrete mitzvah and a spiritual aspiration. By making a planned gift to Synagogue X’s Endowment, you are ensuring the future of our synagogue and the values it inspires. Our synagogue is promoting planned giving along with 18 partner organizations, all of whom are part of the Community Legacy Project (CLP), a collaboration funded by the Jewish Community Federation and Endowment Fund. During these High Holydays, a time for reflection and introspection, we hope that you will truly consider how you wish to create your legacy. An endowment gift to your synagogue, which continues into perpetuity, will enable the generations who follow to live meaningful Jewish lives built upon sacred traditions. There are easy ways to give a gift to Synagogue X’s Endowment Fund. By contacting Joe Smith, our CLP Chair, your financial advisor, or the Jewish Community Federation and Endowment Fund, a simple plan can be designed that will provide the best advantages for you and your loved ones. If you have already included Synagogue X in your estate plans, we would appreciate your informing us so that we can acknowledge your generosity today. On behalf of the congregation, we look forward to speaking with you about your legacy goals. Best wishes for a sweet and healthy year! L’shana tova, Rabbi President CLP Chair