Sample Year-End Letter to Donors about Nontraditional Giving Methods

As we near the end of the year, you may want to communicate with your donors about charitable giving methods that will maximize both the tax benefits available to them and the amount of funding your organization can receive.

To assist you in that regard, our team has created a sample letter that reminds donors of the advantages associated with two main examples of such giving – donating appreciated assets and making qualified charitable IRA distributions.

We hope you find it helpful!

Note that this sample letter is designed for use by churches, schools, and other publicly supported 501(c)(3) charities and is not intended for use by 501(c)(3) private foundations or supporting organizations. If you are a BMWL client and you have a question about the propriety of this sample letter for your organization, please reach out to us!

The sample letter can be accessed here.

Please note: When you click the link, the file will not open in the web browser. Instead, it will trigger an instant file download.  In order to access the file, please remember to check your device’s downloads folder.

This publication is for general informational and educational purposes only, and does not constitute legal, accounting, tax, financial, or other professional advice. It is not a substitute for professional advice. For permission to reprint, please contact us.  © 2024 Batts Morrison Wales & Lee, P.A.  All rights reserved.