Customizable Year-End Giving Letter

We know reminding your church members and donors about end-of-year giving deadlines and benefits isn’t always the simplest job, so we’ve put together a letter template you can customize for your ministry. Use the button below to download a Microsoft Word document.

DOWNLOAD LETTER

DOWNLOAD GIVING TIPS HANDOUT

[first name] [last name]
[street address1]
[street address2]
[city], [state] [zip]

Date

Dear [first name],

Thank you for your support and influence in our church! As the end of the year approaches, you may be considering the best ways to bless others with what God has given you. [Church name] has partnered with WatersEdge to maximize the impact of tax-advantaged gifts made to ministries like ours, and they can help you make your gift count.

For example, did you know stocks can be transformed into charitable gifts? Through the WatersEdge brokerage account, you can sell shares and distribute the proceeds to [Church name]. WatersEdge will cover the entire cost associated with these gifts, eliminating associated fees and boosting impact.

Donor advised funds (DAFs) are another way WatersEdge can help you multiply your generosity. DAFs allow WatersEdge to assist you with tax-deductible giving throughout the year, providing flexibility and simplicity. Visit WatersEdge.com/DAF to learn more.

If you’re older than 70½, you might consider giving through an IRA charitable rollover. This giving solution allows donors to gift their IRA’s required minimum distributions in order to lower their adjusted gross income, allowing partners to further the church’s mission and simplify taxes at the same time. Due to recent legislation, you can also use these distributions to fund a charitable gift annuity (CGA). Learn more at WatersEdge.com/IRA.

If you have questions about year-end giving to [Church name], please don’t hesitate to contact the WatersEdge office at 800-949-9988 or give@WatersEdge.com. Thank you for your generosity.