Email Templates: Tax Season For Planned Giving


It’s crucial for nonprofits to conduct donor outreach for planned gifts during tax season for several reasons. First, tax season provides an excellent opportunity for nonprofits to educate their donors about the potential tax benefits of leaving a planned gift. Many donors may not be aware of the various planned giving options available to them, and by providing them with the necessary information, nonprofits can encourage them to leave a planned gift that benefits both the organization and the donor.

Additionally, tax season is a time when many donors are already thinking about their finances and may be more receptive to the idea of leaving a planned gift. By reaching out to donors during this time, nonprofits can capitalize on this heightened awareness and potentially secure more planned gifts than they would at other times of the year.

Furthermore, planned gifts provide nonprofits with a stable source of funding that can help them achieve their long-term goals. By cultivating planned gifts from their donors, nonprofits can ensure their financial sustainability and continue to make a positive impact on the communities they serve.

Download our email templates for donor outreach during tax season to drive more planned gifts for your nonprofit.

Tax Season Planned Giving

Get Access

Get access to all of our free resources for nonprofits.

Download Free Templates

Recommended Resources

Bequest Email Templates

Bequest via Will Email Templates

Sending emails to nonprofit supporters about the impact of leaving a bequest can be a powerful way to raise awareness about this giving opportunity. These emails can highlight the impact that bequests can have on the organization’s mission and programs, and provide valuable information about the process of making a bequest.

Planned Giving Social Media Templates

National Make a Will Month Social Media Templates

National Make a Will Month is an important campaign that encourages individuals to create or update their wills. Creating a will is an essential part of estate planning that can help ensure a person’s assets and property are distributed according to their wishes after their death. One effective way to promote this campaign and raise awareness about the importance of estate planning is through social media posts.

Make a Will month postcard templates

National Make a Will Month Postcard Template

Postcard templates are an important tool in promoting National Make a Will Month. These templates can be customized with important information about the campaign, including the date and location of events, resources for creating a will, and contact information for local legal professionals. They can also include motivational messages that encourage people to take action and create their own wills.

Download Free Templates

Coming Soon!

Be the first to get notified when we go live with our will product.

[mc4wp_form id="1118"]